3 Foreign Stock Winners: Orora, Rexlot and Consorcio ARA

June 24, 2014

Australian paper and glass manufacturer Orora has tremendous upside because it is has completed its capital expenditures so cash is flowing straight to its bottom line, says Jonathan Brodsky, Portfolio Manager for the Advisory Research International Small Cap Value Fund. Brodsky is also bullish on shares of Chinese lottery provider Rexlot because the Chinese government wants to bring gambling on the books and the company is well-positioned to do so. Finally, Brodsky is a fan of Consorcio ARA, saying it is the best capitalized, situated and politically connected builder in the displaced Mexican home construction market.