"Doesn’t Castro have to die eventually? When he does, look for this once-sleepy Canadian bank to dominate what will be a great growth market. In the past five years it has invested more than any other bank, as a percentage of assets, in the Caribbean and Central America. For many Latin Americans who are just discovering credit cards and mortgages, BNS is the only bank in town."

China wireless provider expanding into rural areas. "I can see this $47 stock reaching $60 this year without being overvalued long-term."

"This steady British 3.6 percent yielder dominates the fast-growing premium-liquor market with Tanqueray, Smirnoff, Guinness, and Johnnie Walker." Cramer notes the company is also going to China.

Will benefit from ongoing outsourcing to India.

Mexican President Calderón is going to subsidize new housing so as to stem the emigration of workers to America. Homex will benefit.

"...Total, the French oil company that is the Foreign Legion of oil companies—willing to go anywhere to find oil, including Russia, Iraq, Iran, and Venezuela. Here’s an oil outfit that isn’t tainted by a U.S. legacy and therefore has been able to get rights and favorable concessions from nations on the Bush Bad List. It’s got a better-than-3-percent yield, and with today’s oil prices, it’s coining money."

Virgin Media is going the route Comcast and Time Warner did when their stocks soared - the triple play of voice, data,. and cable. "If it gains only a fraction of the performance Comcast has logged, the stock sees mid-30s in 2007."

"Brazil-based CVRD may be the greatest natural-resources company you’ve never heard of—unless you are a huge buyer of nickel or iron ore. The Chinese need all sorts of minerals to keep their growth humming, and CVRD is the Whole Foods of raw materials. It’s also a great hedge against inflation, something that we’ve begun to generate with Bush’s reckless spending."