The cams you pick should be determined considering your end goal. Will you eventually put the KB on anyway? If so, you should get blower cams. If you are going to stay N/A, get N/A cams.
For heads, just get whatever you can afford and are comfortable driving. Generally, the higher the stage # (Stage 1, 2, 2.5, 3/race, ...) the worse the drivability, the more power potential. Although I think going with say, race-ported heads on a mildly modified engine, wouldn't make much more power than Stage 1 or so heads. Its about increasing the potential of the engine.
I would say get all of it, in the long run. Doesn't matter which order. Blower cams will make power on a N/A set up. The KB can give you instant satisfaction now. Then the heads/cams can be added (along with a built bottom end) as you hunger for more.
One or the other can be done on the stock bottom end, but getting both blower and h/c will most likely require forged internals.