The following video is from Friday's Motley Fool Money roundtable discussion with host Chris Hill, and analysts Jason Moser, Ron Gross, and Andy Cross.

The U.S. added a better-than-expected 165,000 jobs in April. And the Labor Department revised upward the estimates from the two prior months. Investors cheered the news, and the Dow and S&P 500 both hit new highs. What do the employment numbers mean for investors? Which stocks are poised to benefit? In this installment of Motley Fool Money, our analysts tackle those questions.

The relevant video segment can be found between 0:32 and 3:50.

For the full video of today's Motley Fool Money, click here.