The following video is part of this week's MarketFoolery podcast in which host Chris Hill, Jason Moser, and Joe Magyer discuss the latest business news. In this segment, the guys analyze the latest earnings from Home Depot. While some on Wall Street called Home Depot's strong quarter an indication that the housing market has officially turned for the better, the guys disagree. While giving credit to Home Depot in its competition with Lowe's, the guys differ on where they will be looking when the next housing boom hits. While Jason believes retailers will benefit from a rise in the housing market, Joe looks to the banking industry, and Wells Fargo in particular, for winning investments.

Chris Hill does not own shares of any of the companies mentioned. The Motley Fool owns shares of Wells Fargo and Dick's Sporting Goods. Motley Fool newsletter services have recommended buying shares of The Home Depot and Lowe's Companies. Motley Fool newsletter services have recommended writing covered calls in Lowe's Companies. 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.