The following video is part of our "Motley Fool Conversations" series, in which Austin Smith, consumer goods editor and analyst, along with Brendan Byrnes, industrials editor and analyst, discuss topics across the investing world.

In today's edition, they chat about how the housing market is showing signs of life. Austin thinks the home improvement retailers are among the best bets to capture some returns from this upward trend.

Looking for our prediction for 2012? Check out The Motley Fool's brand new report, "The Motley Fool's Top Stock for 2012." It highlights a company that is revolutionizing commerce in Latin America. You can get instant access to the name of this company by clicking here -- it's free. But it won't be there forever, so check it out today.