Cenveo ( CVO) Cenveo is a printing-services company with a $340 million market cap. The company is an industry consolidator with a long, successful track record of integrating acquisitions. More recently, the company has been tending to its balance sheet, amending credit terms and reducing its sizeable long-term debt, which has kept some investors on the sidelines, says Dedio. "The company generates significant free cash flow, which it will continue to use to pay down debt and acquire businesses where it can boost earnings and free cash flow. And at 1.3 times 2011 EBITDA and three times the free cash flow we expect the company to generate in 2011, we firmly believe the shares are undervalued," says Dedio.