1. Celadon Group ( CGI) This U.S.-based trucking and logistics firm operates six freight terminals across Mexico, augmenting its 11 terminals spread across the United States and Canada. Moving goods across the border used to be quite costly for Celadon (and its customers), as Mexican drivers were prohibited from driving freight more than 16 miles into the U.S. Thanks to new legislation enacted last spring, that restriction has been dropped, helping Celadon and its peers to better compete with rail-focused freight carriers. Sterne Agee calls Celadon a "prime way to invest in the re-energized Mexican manufacturing economy." The firm expects the lower costs associated with Mexican border-crossing arrangements to steadily boost profits. They estimate Celadon's operating profit will rise from $23 million in fiscal (June) 2011 to $35 million this year and $44 million in fiscal 2013. Shares have posted a recent rebound but still remain roughly 20% below Sterne Agee's $18 target price.