Toyota's stock will benefit from an even weaker Yen, as well as the introduction of new fuel-efficient models in 2014, says Benjamin Segal, Portfolio Manager for the Neuberger Berman International Equity Fund. Segal is also bullish on British non-food consumable products distributor Bunzl which he says is growing outside its North American base where it holds 70% of the market. Similarly, Segal says Germany's Gerresheimer AG is in a strong position to increase sales in the medical packaging business due to increased demand and high barriers to entry.
More from Video
Jim Cramer's Top Stock Pick to Buy for the 5G Revolution
Skyworks and Qorvo will be big players in providing the tech for the switch to 5G, but neither is Jim's top pick.
Novartis Still a Buy Despite Controversy Over Blockbuster Drug
Despite the issues that have bubbled up related to its breakthrough drug for spinal muscular atrophy, Zolgensma, Novartis "has the newest pipeline with many drugs just beginning to have an impact on the company's bottom line," Cramer told members of his Action Alerts PLUS club for investors during an exclusive video-conference call.
Jim Cramer: Mastercard Is One Thing Money Can Buy
The slogan was: There are some things money can't buy; for everything else, there's Mastercard. Fast forward more than two decades and the world of fintech and digital payment processing has changed, and Mastercard has changed right along with it.
Jim Cramer Picks Twilio as Good Buy Despite Recent Controversy
Despite a recent pair of big mistakes, cloud services provider Twilio's explosive growth still makes it a good buy, Jim Cramer says.
Apple Sees a Big Price Target Raise, But There's One 'X' Factor
Apple's fundamentals are looking better every few weeks, but the trade war is unresolved. And it threatens those positive trending fundamentals.