Oil-rig maker Cameron International's shares look cheap compared with its peers'. A 30% rise to 65 in the next 12 months is possible, according to a Wall Street analyst. Noted investor Ken Heebner is a big holder.

After taking a pounding in recent months, the shares could climb by 20% to 25% as Supervalu reaps the benefits of store remodelings and other initiatives.

Dr Pepper's P/E is one of the lowest among major food and beverage companies. The stock seems cheap, considering the strength of the Dr Pepper brand and the company's goal of generating "high single-digit" annual growth in earnings per share. A couple of Wall Street analysts, while cautious about Dr Pepper's outlook, agree that the stock looks undervalued. The most bullish analyst, Andrew Wood of Sanford Bernstein, values Dr Pepper around $35 a share, while Mike Branca, Lehman Brothers' beverage analyst, puts the stock at 28 to 32 a share. Morgan Stanley's Bill Pecoriello started covering the stock last week with an Equal rating, but has a 30 price target. Judy Hong of Goldman Sachs valued the stock at 32, and also rated it Neutral. If Dr Pepper hits 31, that would be a nearly 25% gain from the current level.

Sullivan, like former Citigroup boss Chuck Prince, seems over his head running such a large and complex company. AIG should consider shutting AIG Financial Products, but who knows what additional losses lurk inside that poorly understood business? If Sullivan goes, it's unclear who will take over. AIG's board is unlikely to ring up Greenberg, who just turned 83, because of his age and his run-in with regulators. Greenberg, after all, created the monster Sullivan is trying to tame. AIG may be a mess, but given the strength of its core businesses, bottom-fishing in its stock could pay off.

There's no denying the market believes that Big Media face secular headwinds in advertising and changes in content distribution. But Disney's valuation -- considering strong management execution -- seems to more than reflect the concerns. Interestingly, while shareholders wait for the company's message to get through, the stock is among the least volatile in the Dow, so it should provide some shelter in any summer market squalls.

More likely, "Cablevision will continue to experience greater competition from FiOS, but will drive revenue growth through pricing power rather than unit growth," he notes, adding the company is less likely to disappoint over the next year than in 2007. Swinburne's base-case price target: 29. And "if the company decided to sell some of its non-cable assets, it is possible that the stock could trade towards its sum-of-the-parts value" near 35. That valuation may be conservative: Some investors peg the sum of the company's parts at about 50 a share or more. But you have to be willing to stick around long enough for that show to turn into reality.

Shares may seem expensive trading at 60 times 2008 earnings. But Street estimates likely are conservative, given CardioNet's economy of scale. "The number of patients should increase exponentially with more physician usage," says Steve Brozak, president of the independent biotech research and brokerage firm WBB Securities. Among other things, CardioNet helps doctors monitor and treat heart conditions at a far lower cost than the average hospital admissions for arrhythmia. In fact, CardioNet is the "best device available for arrhythmia detection," says Leerink Swann analyst Jason Wittes. With current revenue less than 5% of the $2 billion market for arrhythmia monitoring, CardioNet is a "highly leverageable business model just getting started in a very under-penetrated market." Wittes recently initiated coverage of the stock with a pulse-quickening target: 30.

Deutsche Telekom would do well to concentrate on an emerging-market strategy to grow its T-Mobile wireless business, because the rumored deal to acquire U.S rival Sprint Nextel doesn't look like a smart move.