OK, armchair quarterbacks, here's a real buy, sell or hold scenario for you: A well-known, large-cap company is down over 20% year to date and has slumped to an 18-month low, vastly underperforming its benchmark, which is essentially unchanged. What would you do?

If you were portfolio manager John Carey with Pioneer Investments, a self-proclaimed value and contrarian investor, and the stock in question was Target (TGT), you'd be all over it. He says he's "not deterred that it (Target) has not performed well ... from my point of view that's where you want to be looking."

Target clearly has lost its way. Whether that was due to efforts aimed at reaching down to consumers during hard times, a recent Wall Street Journal article suggested the retailer has lost its cachet and thus its unique ability to "mix mass with class" by focusing too much on food. But "time will tell ... I have confidence in their strategy and think it will work longer term," Carey argues.

Next on the docket is Ford (F). The stock rallied hard out of the March 2009 lows, rising from $2 to $20 a share. But so far this year, Ford has seen a lot of selling and is down 17%. In this situation, Carey says he's "mainly impressed with management and the company's improving book value." Not only is he undaunted by Ford's just-announced expansion plans for China, Carey thinks the automaker has great prospects in Europe and improving market share in the United States.

Apologies up front to the tech geeks out there if this is old news, but for me, your average unsavvy computer user, it is awesome!

Chances are you have at least heard of the term megabyte and gigabyte as it relates to your computer's memory space. Generally speaking, the bigger the number, the bigger the "brain" a particular device has. Now here's where it gets crazy. After gigabytes (1 billion bytes) come terabytes (1 trillion bytes), then petabytes , exabytes, zettabytes and yottabytes. Each level adds 3 more zeros to the previous level, rising it by a multiple of 1,000.

For context, a new iPad comes with anywhere from 16 to 64 gigabytes of storage. It would take more than 6,250 base model iPads to get to one petabyte of storage space.

While the data deluge is hardly a new trend, Breakout guest Josh Brown of TheReformedBroker.com and vice president of investments at Fusion Analytics explains that there's "exponential growth that is mind blowing" and offers different angles to play it as an investment. "In 2008, in terms of all digital data output, we're talking 180 exabytes. An exabyte is one billion gigabytes. There are estimates out there that by 2020 we could be talking about 35,000 exabytes," says Brown.

So where do companies store all of this information, how do they format it, analyze it and so on?