The following video is part of our "Motley Fool Conversations" series, in which analyst John Reeves and advisor David Meier discuss topics across the investing world.

In this series, John and David will be revisiting some calls they made on individual stocks of the Dow. Today's stock is Cisco, which is down considerably in 2012 in relation to the average return for the Dow. Its shares really dropped when the company issued weak guidance as a result of reduced tech spending in the overall economy. David is not too discouraged, however. It's hard to ignore that data usage will continue to grow at very high rates. For that reason, David still thinks Cisco can outperform the market over the next five years. It's unlikely, though, that it will outperform the market in 2012 as a whole.

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David Meier has no positions in the stocks mentioned above. John Reeves has no positions in the stocks mentioned above. The Motley Fool has no positions in the stocks mentioned above. Motley Fool newsletter services recommend F5 Networks. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.