In the following video, Fool markets analyst Mike Klesta talks with Fool contributor Dan Caplinger about the stock market's four-year rally to new record highs. Although the Dow Jones Industrials (DJINDICES:^DJI) have gained 120% since March 2009, several stocks in the Dow haven't done nearly as well.

Mike and Dan discuss why four stocks in particular have badly lagged the Dow's overall performance in the past four years and evaluate their future prospects. Dan notes that of these four companies, one has been taking steps to prepare itself for a rebound, looking into strategic acquisitions to take advantage of poor industry conditions and pick up assets at fire-sale prices.