The U.S. housing market may not be back to business as usual, but business has gotten a lot better. A range of companies with exposure to residential building materials, including Headwaters (HW) and Universal Forest Products (UFPI), seen solid demand in recent quarters. Louisiana-Pacific (LPX) is having a little more difficult on the pricing and cost sides of things, but bringing Ainsworth (OTCPK:ANSBF) into the fold in 2014 should be a big help.
Louisiana-Pacific needs to execute better on costs and has to keep the momentum moving forward for products like SmartSide and engineered wood products. Provided that they execute on the opportunities that Ainsworth will bring, and...
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