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 Insurance, Disney, 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.
While JPMorgan may have contributed to more Dow growth than Bank of America (NYSE: BAC ) , the latter may be a better investment today. Learn more about why in our in-depth company report on Bank of America. The report details Bank of America's prospects, including three reasons to buy and three reasons to sell. Just click here to get instant access.