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The Street may have seen some of its enthusiasm for housing-related names fade around mid-year of 2013, but Headwaters (HW) management continues to build up its operations to take advantage of what management believes can be a solid long-term opportunity. Better still, Headwaters' recent financial performance relative to other companies exposed to residential construction and remodeling (names like Ply Gem (PGEM) and RPM International (RPM)) has been pretty good.

Although I wish Headwaters would use less debt to fuel its growth ambitions, I can't deny that the end result could be some very significant growth if or when the housing market really gets moving again. Cash flow-based modeling for these housing/remodeling...

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