Stephanie Link and Jill Malandrino review trends in the labor and housing markets and the sectors and stocks that stand to benefit. In the first quarter the improvement in housing was captured in stocks like Home Depot, but now may be the time to look at a home builder like Toll Brothers. TOL has a strong presence in the North East and Mid Atlantic, as well as Texas, which is leading the way in job growth and the housing market. In the consumer space, Nike and Yum! Brands is compelling.