Stephen Simpson, CFA
Long only, growth at reasonable price, value, research analyst

Headwaters Doing Well In An Improving Market

I have not been the biggest fan of Headwaters' (NYSE:HW) twin strategies of growth-by-acquisition and acquisitions-funded-by-debt, but the reality is that this company is doing a pretty good job of growing at a time when many housing-leveraged materials companies have yet to really catch their stride. Better s...

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