QuinStreet ( QNST)

QuinStreet operates as an online media and marketing company. It has a market value of just over $1 billion.

The company provides direct-marketing services, including the delivery of leads or paid clicks, for clients in the direct-selling industry. QuinStreet operates Internet.com and Insure.com, an online insurance-quote service and brokerage business. It also runs a site called ReliableRemodeler.com that specializes in online home renovation and contractor referrals.

QuinStreet recently reported second-quarter revenue of $97.6 million, an increase of 27% over last year, and Retzler says that's only the beginning.

"QuinStreet is the leader in online lead generation, and they have expanded their business beyond education into financial services, which should serve them well. They have a high-quality management team and their margins are fantastic," says Retzler.

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