There are new signs of a resilient housing market and a home renovation rebirth with potentially bullish implications for three of our Club names. Shares of Stanley Black & Decker (SWK) and Caterpillar (CAT), whose tools and machinery are used in homebuilding, have been on the upswing in recent weeks. "There are a lot of projects that go on top of residential construction that require mining materials, which Caterpillar is a big player in." Discounter retailer TJX should also reap the benefits of a resilient housing market as new and existing homeowners seek to furnish their homes with high-quality branded goods at a discount. (Jim Cramer's Charitable Trust is long SWK, CAT, TJX.

---

Persons: Stanley Black, Decker, Brett Linzey, Stanley, Michael Shlisky, Davidson, It's, Shlisky, Stuart Millar, Miller, Lennar, Jim Cramer's, Jim Cramer, Jim, David Paul Morris Organizations: Caterpillar, TJX, Commerce Department, Conference Board, Mizuho Securities, JPMorgan, Caterpillar's, Industries, D.A, Consumers, U.S, CNBC, Bloomberg, Getty Locations: homebuilding, North America, Lennar, TJX, Maxx, Emeryville , California