2 Stocks For the Housing Recovery

The following video is from Friday's Motley Fool Money roundtable discussion with host Chris Hill and analysts Joe Magyer, Jeff Fischer, and Ron Gross. In this segment, the guys take a look at the rate that the housing recovery is truly moving at. So far, this has been an excellent year for companies in this sector. Home Depot (HD 0.35%), in particular, had an excellent quarter, and DR Horton (DHI 2.86%) and Hovnanian (HOV +1.75%) are both up dramatically for the year. But there's talk that this housing recovery momentum may have gotten a bit ahead of itself, and that these stocks are destined for a pull-back before things continue upward. The recovery itself may be destined for more of a fits-and-starts approach than a smooth incline.