Headwaters, Inc. (HW)

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Unsinnige forschlag von Hoffy 09.11.12

Mmm...construction and energy...

value play

This account tracks the performance of newly minted 4 star stocks - 3 star stocks that recently turned in to 4 star stocks.

Falling 50-day moving average and one of the largest intraday high-low ranges (based on the average percent spread between the intraday high and low over the last fifty days).

JJ pick

Gogo energy

This stock is set to pop, and I would expect with their "green" technology, especially for coal, this might hit $16/share in the next year. Small cap, hit by the housing downturn, but will move up. This is a great buying opportunity....

Only 3% insider ownership, and 76% institutional ownership. It is $13 off its 52wk high and since doubled since hitting its low. Recently there has been lots of insider buying. Huge drop in revenue this last year. LT debt is 20times cash on hand. Last 2 years they have burned cash, and will be out of cash if that don't fix that this year. Earnings have dropped since Q3 '07, and are at least 2 quarters from projected positive EPS. Believe it will improve as the housing market picks up and then with the push for clean energy. Looks to me to have more up side than down, going to get in here low and watch. Main concern and point to watch is if they keep burning through cash, or can stop that process and delay unnecessary items until their cash flows improve.

Given a new paradigm for energy, HW may not make the cut for sufficiently efficient, clean, and sustainable.

Even though it's got no tangible book value, and the stock has had the crap beat out of it, at this price it'll probably pop nicely when the economy turns. Also, it's in a good position to benefit in the USA's push for energy independence.

Clean energy - will benefit greatly from the Obama plan - at this price it is a steal.

Gone way too low and HW will recover in a big way when the economy gets recovers.

Domestic Coal to Clean Fuel- Gas & Diesel.

Approaching lows--things are bad and probably won't get better soon but long term--I like the clean coal and flyash business

Coal technologies should pay off within one year.
Construction segment hurt by decline in building. Will add to earning power when it turns.

The price of oil will begin to rise in the next year or so as economic activity picks up worldwide. With this economic expansion will come infrastructure projects. HW is represented in the energy area with its synthetic fuel business (breakeven at $35 per barrel oil price); its combustion technology and clean coal technology; and in the constrution business with its flyash cement products and decorative stone business. There is no way they cannot make money.

JMB

Exceptional company that has had a run of freakishly bad luck recently. Their building materials segment in particular should make a big comeback, as their insulator concrete will become increasingly used to meet higher building energy efficiency standards.

Also, the bottom line is significantly understated due to goodwill write-downs owing to the housing market; look at the adjusted income to getter a better picture of the firm's real economic value.