In the video below, Fool.com contributor Morgan Housel and Austin Smith discuss those stocks that are responsible for the Dow's 7.3% year-to-date gain. Five companies in particular stand out as major drivers: Home Depot (NYSE:HD)JP Morgan (NYSE:JPM), Travelers InsuranceDisney, and Wal-Mart. Of these five, Morgan looks at two in particular that stand out to him: Home  Depot and JPMorgan. 

Morgan believes Home Depot's run indicates that we are in fact at a true bottom in housing, while JPMorgan remains a sharply discounted stock in a cheap sector today.

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