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.