A relatively low risk that's improving profit margins and can outperform in a housing market recovery.There are plenty of stocks to buy with upside exposure to falling interest rates, and there is also no lack of stocks whose management is restructuring the company for revenue and margin expansion. Still, what about buying shares in a company whose restructuring initiatives make it look like a good value and have an upside kicker from a lower-interest-rate environment?That's the proposition at the water sol ...