The following video is part of our "Motley Fool Conversations" series, in which senior analyst Matt Argersinger and analyst Paul Chi discuss topics across the investing world.

In today's edition, Matt and Paul talk construction. In early June, a report from the U.S. Department of Commerce showed that construction spending in the U.S. jumped 6.8% in April from a year ago, with total private construction surging 12.5%. Those are healthy figures and could signal a long-awaited rebound in construction activity in the U.S. Matt thinks he has two stocks to play the possibility of a strong construction market in 2013. Each company trades near a multiyear low and could be set for a big rebound. Get the names and the insights by watching the video below.

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