The following video is from Thursday's Investor Beat, in which host Chris Hill, and analysts James Early and Charly Travers dissect the hardest-hitting investing stories of the day.

The latest batch of data indicates that the housing boom is rolling along. New home sales increased by 2.3% in April, and the median price for a new home rose nearly 15% year over year. So how real is this recovery? In this installment of Investor Beat, Motley Fool analysts James Early and Charly Travers discuss whether investors are better off looking at homebuilders like Toll Brothers (TOL 2.44%), or home-improvement stocks like Home Depot (HD 0.94%) and Lowe's (LOW -0.04%).

The relevant video segment can be found between 0:14 and 2:07.