The following video is from Friday's Motley Fool Money roundtable discussion with host Chris Hill, and analysts Jason Moser, Ron Gross, and Andy Cross.

The U.S. added a better-than-expected 165,000 jobs in April. And the Labor Department revised upward the estimates from the two prior months. Investors cheered the news, and the Dow and S&P 500 both hit new highs. What do the employment numbers mean for investors? Which stocks are poised to benefit? In this installment of Motley Fool Money, our analysts tackle those questions.

The relevant video segment can be found between 0:32 and 3:50.

For the full video of today's Motley Fool Money, click here.

Andy Cross has no position in any stocks mentioned. Chris Hill has no position in any stocks mentioned. Jason Moser has no position in any stocks mentioned. Ron Gross has no position in any stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. 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.