Each week on Industry Focus: Financials host Jason Moser and longtime Fool.com contributor Matt Frankel, CFP reveal one stock that's at the top of their watch list. In this Fool Live video clip from the June 28 show, hear why Frankel has his eye on a unique real estate stock while Moser is watching a rapidly growing housewares company. 

Jason Moser: What is the stock that you'll be watching this week Matt?

Matt Frankel: I am watching a company called Seritage Growth Properties (NYSE:SRG) that we've mentioned on the show several times before. They recently got a new CEO, which I'm a big fan of. She recently announced that they are going to sell 40-50 of their roughly 150 properties, so up to about a third of their portfolio is going to be put up for sale. Seritage's business model has always been the gradually sell-off non-core properties in order to reinvest the proceeds in redevelopment. Now it just sounds like they're just trying to get a big stockpile of cash all at once to really super charge their plans. I'm a big fan of this move. I think it sounds scary for it to be selling a third of its properties on the open market. But one, given today's real estate market this is the time to do it. If you have property down low, this is the time. But I think they're going to get some good valuations forum. I think they will have a lot of cash and just to see them finally really accelerate their development because they're realizing the slow and steady model that the company was founded on isn't really going to work.

Moser: Not necessarily technically financials related, but it's tied to real estate in a way Matt. I'm keeping an eye on Wayfair (NYSE:W). This is a company I own shares of and as I've recommended in one of the services that I lead here at the Fool and just interesting conference they participated in last week, the Jefferies Digital Consumer Conference. There were just some numbers that stood out to me that reinforce why I don't want to sell my shares anytime soon. They talk about their market opportunity, the total available market they're addressing between Europe and North America at $840 billion with about 50-50 split there in both regions. I think that total addressable market, total available market, that doesn't necessarily mean they're chasing that entire pie. You want to focus maybe a little bit more on the addressable market regardless, $840 billion, even if you cut that in half. That's a lot of money and so a large market opportunity worth paying attention to, and then they had another data point here I thought was pretty fascinating. Americans' savings accounts had gone from $800 billion pre-pandemic levels to over three trillion dollars post-pandemic with all of the stimulus and assistance that folks have been receiving over the past year, so certainly feels like there may be some pent-up demand out there. It also feels like Wayfair is going to be one of those networks that really helps provide for what folks want. You and I know that shopping for the home is a never ending endeavor, Matt. It never stops. I think Wayfair is one worth keeping an eye on.

This article represents the opinion of the writer, who may disagree with the “official” recommendation position of a Motley Fool premium advisory service. We’re motley! Questioning an investing thesis -- even one of our own -- helps us all think critically about investing and make decisions that help us become smarter, happier, and richer.