My Stock Winners

—– Enterprise Products Partners LP (NYSE: EPD) —–

Insider Name: Dan L. Duncan
Insider Position: Chairman
Insider Action: 7,000 shrs on 11/22/2006 to 11/24/2006
Insider Total Holding: 7,000 shrs indirect

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Undervaluation Merits…

P/S Ratio = 0.85 (Industry Average 4.85)
P/B Ratio = 1.90 (Industry Average 2.96)

Industry: Independent Oil & Gas

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Other Merits…

Dividend Yield = 6.50%
Exceeded Analyst Earnings Estimates for Past 5 Quarters

—- Helix Energy Solutions Group, Inc. (NYSE: HLX) —-

Insider Name: Owen E. Kratz
Insider Position: Executive Chairman
Insider Action: 70,000 shrs on 11/17/2006
Insider Total Holding: 5,090,979 shrs

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Undervaluation Merits…

P/E Ratio = 11.58 (Industry Average 19.12)
P/S Ratio = 2.43 (Industry Average 3.59)
P/B Ratio = 2.10 (Industry Average 4.56)
P/CF Ratio = 7.57 (Industry Average 13.24)

Industry: Oil Well Services & Equipment

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Other Drawbacks…

Missed Analyst Earnings Estimate Last Quarter

—- Helix Energy Solutions Group, Inc. (NYSE: HLX) —-

———- Dominion Resources, Inc. (NYSE: D) ———

Insider Name: Mark J. Kington
Insider Position: Director
Insider Action: 2,000 shrs on 11/22/2006
Insider Total Holding: 11,677 shrs

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Undervaluation Merits…

P/E Ratio = 17.6 (Industry Average 21.9)
P/S Ratio = 1.63 (Industry Average 1.67)
P/B Ratio = 2.12 (Industry Average 2.91)
P/CF Ratio = 9.10 (Industry Average 10.50)

Industry: Electric Utilities

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Other Merits…

Dividend Yield = 3.40%

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Other Drawbacks…

Recent Analyst Downgrade

———- Dominion Resources, Inc. (NYSE: D) ———

Performance Actions of Recent Undervalued Big Insider Listings:
Stock Candidates:

Entergy Corp. ETR +10% 10-14-2006
Mattel, Inc. MAT +9% 10-21-2006
FedEx Corp. FDX +3% 10-28-2006
KeyCorp KEY +1% 11-04-2006
Safeway, Inc. SWY +7% 11-04-2006
Jefferies Group JEF +3% 11-07-2006
Alberto-Culver Co. ACV +15% 11-07-2006

————— Cenveo, Inc. (NYSE: CVO) —————

Insider 1 Name: Leonard C. Green
Insider 1 Position: Director
Insider 1 Action: 30,400 shrs on 11/9/2006 - 11/14/2006
Insider 1 Total Holding: 550,240 shrs

Insider 2 Name: Robert G. Burton, Sr.
Insider 2 Position: Chairman and CEO
Insider 2 Action: 12,745 shrs on 11/9/2006
Insider 2 Total Holding: 730,446 shrs

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Undervaluation Merits…

P/E Ratio = 20.9 (Industry Average 43.2)
P/S Ratio = 0.68 (Industry Average 1.21)
P/CF Ratio = 11.20 (Industry Average 16.20)

Industry: Paper & Paper Products

———– Parker Hannifin Corp. (NYSE: PH) ———-

Insider Name: Candy M. Obourn
Insider Position: Director
Insider Action: 1,000 shrs on 11/10/2006
Insider Total Holding: 4,336 shrs

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Undervaluation Merits…

P/E Ratio = 14.4 (Industry Average 19.2)
P/S Ratio = 1.01 (Industry Average 1.18)
P/B Ratio = 2.32 (Industry Average 2.38)
P/CF Ratio = 9.60 (Industry Average 12.40)

Industry: Industrial Equipment & Components

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Other Merits…

Dividend Yield = 1.2%
Exceeded Analysts’ Earnings Estimates for the Past
4 Quarters

———— Alberto-Culver Co. (NYSE: ACV) ————

Insider Name: William W. Wirtz
Insider Position: Director
Insider Action: 10,000 shrs on 11/6/2006
Insider Total Holding: 40,937 shrs

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Undervaluation Merits…

P/E Ratio = 23.09 (Industry Average 24.66)
P/S Ratio = 1.25 (Industry Average 2.64)
P/B Ratio = 2.68 (Industry Average 6.31)

Industry: Personal & Household Prods.

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Other Merits…

Dividend Yield = 1.0%
Exceeded Analysts’ Earnings Estimates for the Past
5 Quarters

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Other Drawbacks…

Recent Analyst Downgrades

———— Alberto-Culver Co. (NYSE: ACV) ————

* Insider’s Undervalued Candidate #1: Jefferies Group, Inc.
———- Jefferies Group, Inc. (NYSE: JEF) ———-

Insider Name: Richard B. Handler
Insider Position: Chairman
Insider Action: 130,300 shrs on 11/6/2006
Insider Total Holding: 10,327,698 shrs

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Undervaluation Merits…

P/E Ratio = 21.1 (Industry Average 29.2)
P/S Ratio = 1.80 (Industry Average 3.35)
P/CF Ratio = 18.90 (Industry Average 20.60)

Industry: Regional Investment Brokerage

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Other Merits…

Dividend Yield = 1.70%

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Other Drawbacks…

Missed Analysts’ Earnings Estimates for the Past
2 Quarters

———- Jefferies Group, Inc. (NYSE: JEF) ———-

========= Undervalued Stock #2 ==========

—————– KeyCorp (NYSE: KEY) —————–

Insider Name: Beth E. Mooney
Insider Position: Vice Chair
Insider Action: 10,000 shrs on 10/31/2006
Insider Total Holding: 17,981 shrs

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Undervaluation Merits…

P/E Ratio = 12.7 (Industry Average 13.4)
P/S Ratio = 2.95 (Industry Average 3.36)
P/B Ratio = 1.87 (Industry Average 2.04)
P/CF Ratio = 10.00 (Industry Average 11.30)

Industry: Money Center Banks

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Other Merits…

Dividend Yield = 3.70%
Exceeded or Met Analysts’ Earnings Estimates for the
Past 5 Quarters

————– Safeway Inc. (NYSE: SWY) ————–

Insider 1 Name: Paul Hazen
Insider 1 Position: Director
Insider 1 Action: 1,980 shrs on 11/1/2006
Insider 1 Total Holding: 281,980 shrs

Insider 2 Name: Janet Grove
Insider 2 Position: Director
Insider 2 Action: 2,000 shrs on 11/3/2006
Insider 2 Total Holding: 2,000 shrs

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Undervaluation Merits…

P/E Ratio = 17.5 (Industry Average 34.6)
P/S Ratio = 0.32 (Industry Average 0.77)
P/B Ratio = 2.29 (Industry Average 3.94)
P/CF Ratio = 7.50 (Industry Average 14.0)

Industry: Grocery Stores

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Other Merits…

Dividend Yield = 0.80%
Exceeded or Met Analysts’ Earnings Estimates for the
Past 5 Quarters

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Other Drawbacks…

Recent Analyst Downgrade

————– Safeway Inc. (NYSE: SWY) ————–