The following video is from Tuesday's MarketFoolery podcast, in which host Chris Hill, along with analysts Mike Olsen and Joe Magyer, discuss the top business and investing stories.

In this segment, the guys talk about Home Depot (HD -0.31%), and why the company has had such a blockbuster quarter. Improvements in the quality of its merchandising, and increased investments in its supply chain, combined with the recovery of the housing market right now, have left this company as one that's doing the right things in the right place at the right time.