The expected recovery in residential and non-residential construction demand is one of Stephanie Link’s top themes in 2014. In Link’s latest blog post, Link on TheStreet, she likes USG as a way to play the residential and non-residential real estate sectors because of the end-market exposure, North American-centric revenues and valuation. Two housing-related stocks, Home Depot and Lowe’s, also reported quarterly results this week. Link explains Home Depot (HD) reported a solid quarter because it has always done things right, whereas Lowe's (LOW) consistently plays catch up, spending money to get the incremental sales, while HD seems to have the right products and services now. TheStreet's Jill Malandrino speaks with Stephanie Link in New York.