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.

For years skeptics have lamented the death of American manufacturing, but technological and economic forces are changing the landscape. Uncover the companies driving the "Third Industrial Revolution" in our special free report, "The Future is Made in America." Some of the savviest technology executives have recognized the incredible potential in this field. To learn more download our free report for a limited time.

Matthew Argersinger and Paul Chi have no positions in the stocks mentioned above. The Motley Fool has no positions in the stocks mentioned above. Motley Fool newsletter services recommend Mobile Mini and Nucor. 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.