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The stock market is having a quiet year in 2015. The famed S&P 500 index is up a meager 2.3% since the New Year, and the Dow Jones Industrials index has lost 0.4%.

But there are always exceptions to the rule. We asked a panel of Motley Fool contributors to outline the four biggest surprises they’ve seen in 2015, and this is what they came up with.

Here, you’ll find a few long-running turnaround stories such as video-game designer Electronic Arts ELECTRONIC ARTS INC.


EA
1.16%

and casino operator Isle of Capri Casinos


ISLE
0%

. Digital entertainment veteran Netflix NETFLIX INC.


NFLX
1.48%

, meanwhile, is going from strength to strength, and former bargain-bin shoe designer Skechers USA SKECHERS USA


SKX
-1.68%

has become a powerhouse footwear brand in its own right.

These stocks have gained between 54% and 125% so far this year — and that includes retreats from much loftier yearly highs in some cases. Dig into these juicy stock stories right here:

Brian Stoffel (Netflix): Let’s consider where Netflix stood when it entered 2015. Although the company’s stock had fallen 25% in the last three months of 2014, it still traded for a hefty valuation.

Shares were valued at 90 times trailing earnings, and Netflix hadn’t produced positive free cash flow during the year. The company had just announced ambitious plans to expand to nearly every country on the map, and warned that it would take a while before its investments truly paid off.

Since then, the stock has more than doubled — up an amazing 125% in just seven months’ time. While it’s still a mighty expensive holding — now over 300 times trailing earnings — the company’s success at growing its subscriber base truly stands out.

Total global streaming subscriptions rose a whopping 30% to 65.5 million from the second quarter of 2014 to the same time frame this year. The biggest gains came outside the U.S. One year ago, there were 13.8 million international subscribers to Netflix services. That number has jumped almost 70% since then to 23.25 million. That kind of growth shows just how popular Netflix is with an international audience, and why the stock has done so well over such a short time frame.

Rich Duprey (Isle of Capri Casinos): For a casino operator that once seemed to be on its deathbed as the island gambling oasis of Macau off mainland China attracted betting and investment dollars, Isle of Capri Casinos has to be one of the most surprising turnaround stories — not only of this year, but of the past few years.

The casino operator’s recovery began last year, but has accelerated in earnest in 2015, with shares more than doubling since the start of the year.

Isle of Capri Casinos owns or operates 15 casinos in seven states, and strong performance has fueled its drive higher, with revenue and earnings topping analyst expectations. A continuously improving economy and more disposable cash in consumers’ pockets have been big factors in helping the casino operator outpace even its thriving industry.

Unlike other bigger, more well-known players, Isle of Capri Casinos doesn’t have exposure to Macau. Thus, when revenue there started to plummet last year after a crackdown on corruption, the U.S.-based operator, whose properties are mostly in secondary markets, was unfazed. This has helped its stock perform far better than its gaming peers.

There also doesn’t appear to be any danger of the casino rolling snake eyes anytime soon, which makes Isle of Capri Casinos my most surprising stock of 2015.

Dan Caplinger (Electronic Arts): It wasn’t so long ago that many had declared the era of traditional video games dead, with the potential competition from mobile devices and other newer options threatening the viability of console-based video gaming. Yet Electronic Arts has defied calls for its early demise, with the stock vaulting higher by 57% so far in 2015 after roughly doubling in 2014.

Electronic Arts’ renaissance came largely thanks to new hardware from the major game-console makers, which gave EA a chance to showcase its game-making capabilities. With core franchises including Battlefield, Dragon Age, and sports must-haves like the Madden series of football video games, Electronic Arts has attracted gamers of all ages.

At the same time, EA has addressed some of the quality concerns that its customers had, with new games like Titanfall getting critical acclaim. EA’s subscription service has also had early success. It offers gamers a chance to try older titles that they otherwise wouldn’t buy, but at a price they’re willing to pay, generating recurring revenue for the company.

Given how far it climbed in 2014, EA didn’t have many investors thinking 2015 would be equally impressive. For now, though, Electronic Arts is executing flawlessly, and that bodes well for its future prospects.

Tamara Walsh (Skechers): In the past, when you wanted to buy a pair of knock-off sneakers, Skechers was your one-stop shop. Today, however, the retailer has evolved from a cheap purveyor of off-brand footwear into the number two brand share position in the U.S. athletic footwear market. As if that isn’t surprising enough, the stock has gained an eye-popping 124% so far in 2015. Shares are now trading at an all-time high around $124 per share.

Skechers shocked Wall Street earlier this year after delivering blowout first-quarter results in which sales climbed a record 40% to $768 million. Earnings for the period also topped expectations, coming in at $1.10 per share. The strong fiscal 2015 first-quarter results came on the heels of an annual sales record of $2.4 billion in 2014.

It seems Skechers has a winning formula. The company isn’t shy about using celebrity endorsements to move its products, including deals with world famous drummer Ringo Starr, recording artist Demi Lovato, and legendary quarterbacks Joe Montana and Joe Namath, to name a few. With the stock now trading near an all-time high, investors may want to remain on the sidelines for now. Nonetheless, it will be interesting to see if Skechers continues to surprise us in the quarters ahead.

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