The following video is part of our "Motley Fool Conversations" series, in which advisor Andy Cross and analyst Jim Mueller discuss topics across the investing world.

Is the U.S. housing market at an inflection point? Andy and Jim talk about which companies are set to win as housing turns, and point out one stock that looks like a winner today before housing bounces back.

Andy Cross owns shares of The Home Depot. Jim Mueller owns shares of Meritage Homes. The Motley Fool has no positions in the stocks mentioned above. Motley Fool newsletter services recommend The Home Depot, Meritage Homes, Sherwin-Williams, and Simpson Manufacturing. 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.