Im not really the person to answer that question.
You need to look at where your wanting to go with your car, street driver, racer, a little bit of both? Its really up to you. There are a lot of options when it comes to what cam you can choose.
Now with my setup I added Ported big valve heads, at the same time I did the cam. So to me I think that the cam and heads go well together.
If it was me, I would do both at the same time, then you can really figure out the best cam for your needs. Seeing how if you go big lift your gonna need better springs anyways.
Once again, email Dave and talk with him about it, I know hes alot more educated about it then I am.
Mike