The following video is from today's MarketFoolery podcast, in which host Chris Hill, along with Jim Gillies and Joe Magyer, discuss the latest business news. One of the big economic stories of the day was that housing starts in June rose nearly 7%, the highest in four years. Perhaps it's no surprise, then, that homebuilding stocks like Toll Brothers, DR Horton, and KB Home are all up around 50% year to date. In this segment, the guys analyze what the housing news means for investors. If investors believe the housing rebound is here to stay, what's the best way to play it? The guys share why they believe Waste Management and NVR are stocks worth a second look.

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This article represents the opinion of the writer, who may disagree with the “official” recommendation position of a Motley Fool premium advisory service. We’re motley! Questioning an investing thesis -- even one of our own -- helps us all think critically about investing and make decisions that help us become smarter, happier, and richer.