I agree with Brent on the heads and Joe on the RPM intake. All good.
Cam choice based off of:
- Heads, intake and exhaust flow
- Desired HP/TQ peak based off those inputs
- Desired other behavior (idle vacuum, idle quality, etc)
- Weight and gearing
- Tranny
- Use of the car
Then, you design the cam, get springs to do what you need in the resulting installed height and max lift, and buy pistons for the compression and valve clearance the cam and valve size it needs.
So you really have to start with the heads and intake, at least up to valve job, decking, etc or you can't calculate the next steps.
Once thing I think that makes life MUCH easier though, especially if going roller, is to cut the spring locating boss off the heads, replace the valve guides and use a spring cup or ID locator. It really makes setting installed height and spring choice much easier. At that point, an 11/32 valve can be a benefit too, but it's even worth it with a 3/8 valve.