Headwaters, Inc. (NYSE:HW)

CAPS Rating: 2 out of 5

The Company is a diversified company providing products, technologies and services in two industries: construction materials, including coal combustion products, and alternative energy.

Recs

6
Player Avatar fogman24 (99.92) Submitted: 8/25/2006 8:01:57 PM : Outperform Start Price: $21.87 HW Score: -89.17

The differences in the products the company sales isn't that big of a deal, it's all connected in some shape or form to coal waste. HW has shown it can survive without the tax credit, is profitable, and has enough coming through the R&D pipeline to make this stock actually look cheap. Of course the R&D has to pay off or this will hurt.
Anyway, I see too many good things probably coming to this company in the future to get scared off. I'll just play this "wait and see". Kind of feels like a biotech investment right now. Just need some patience and a beer! Got to keep this fun, right?

Report this Post 1 Comment
Member Avatar tom0153 (< 20) Submitted: 6/11/2007 8:45:27 PM
Recs: 0

I have a few concerns about the stock. One is the ongoing concern about housing prices, and the material production of HW that goes into ordinary housing stock. Some of its stuff will follow along with government and other public projects.Another is the competition with oil prices. If oil keeps going up, then its task of figuring out how to come up with "liquid coal" seems to be more enticing.The last concern is the R&D costs that will be expended.Is there matching revenue for all of this stuff in the pipeline?

Featured Broker Partners


Advertisement