In the video below, Fool.com contributor Morgan Housel and Austin Smith discuss those stocks that are responsible for the Dow's 7.3% year-to-date gain. Five companies in particular stand out as major drivers: Home Depot (NYSE:HD)JP Morgan (NYSE:JPM), Travelers InsuranceDisney, and Wal-Mart. Of these five, Morgan looks at two in particular that stand out to him: Home  Depot and JPMorgan. 

Morgan believes Home Depot's run indicates that we are in fact at a true bottom in housing, while JPMorgan remains a sharply discounted stock in a cheap sector today.

Austin Smith has no positions in the stocks mentioned above. Fool contributor Morgan Housel owns shares of Wal-Mart Stores. The Motley Fool owns shares of Bank of America and JPMorgan Chase & Co. Motley Fool newsletter services recommend The Home Depot and Wal-Mart Stores. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.