Despite the remaining hiccups along the road for Delphi, the firm's rebound to profitability comes with some big advantages. One of the biggest is the fact that cars in the U.S. are older than ever before, a trend that should keep auto sales strong in the world's biggest car market. With switching costs extremely high for car manufacturers that use Delphi components, the firm has a major competitive advantage vs. rivals. That should keep Delphi at the top of the OEM auto parts pack. Time Warner It's been a good year for Time Warner ( TWX). The $55 billion media and entertainment company has seen its shares climb more than 24% since the first trading session in January, besting the broad market's impressive ascent by more than double. A lot of that upside has been thanks to the firm unlocking value from its massive store of content. With television networks such as HBO, CNN and TNT under its belt -- as well as the largest film studio in the world between Warner Bros. and New Line Cinema -- TWX has plenty of intellectual property to leverage on its balance sheet. More recently, a lot of buoyancy in TWX has come from its least profitable content. More specifically, because the firm has decided to split its magazine unit, Time Inc., off of the rest of the business. Unloading Time should help boost margins at TWX, and generally increase earnings quality. The firm's portfolio of entertainment brands and content should continue to be a powerful income generator in the years ahead. That's especially true as cable networks and online services such as Netflix ( NFLX) begin paying to access Time Warner's legacy content. As the firm's active studios continue churning out TV shows and movies, that content portfolio keeps getting more valuable. We're betting on upside in shares of this Rocket Stock this week. Home Depot The housing recovery in 2013 has fueled a similar boon for shareholders in Home Depot ( HD) -- the world's biggest home improvement retailer has rallied by more than 19% since the calendar flipped over to 2013. That relative strength looks likely to continue into the second quarter.