The following video is part of our "Motley Fool Conversations" series, in which advisor Seth Jayson and analyst Jim Mueller discuss topics across the investing world.

Sometimes the best investments are those that provide the "picks and shovels" to an industry. Seth and Jim discuss one flying below the radar of most investors that just crushed earnings. It's in the homebuilding sector, but don't let that stop you.

Although we always invest for the long term at the Fool, companies have a lot riding each time they report earnings. Earnings season can propel your favorite stocks to new heights or sink them like the Titanic. Fortunately, the Fool recently identified five stocks we think are poised to win as they report their first-quarter earnings this month -- and for years into the future: "5 Stocks Investors Need to Watch This Earnings Season." The report won't be available forever, so we invite you to enjoy a free copy today. You can click here to access your report -- it's totally free.