My final list for purchase had come down to RPM or NETC.
RPM International (RPM) is another stock you may want to look at as a value and dividend play. They are based in Medina, OH and make industrial and consumer paints, coatings, adhesives, solvents, etc. At $20, it is trading at 12 times Ken Fisher's estimate of 2011 earnings, 75% of its sales, and has 4% dividend yield.
I like this stock, but could only buy one this month, so I decided to go with NETC because it provides a little more diversification to my portfolio.
I don't have that much exposure to Brazil, but I have several stocks like RPM - including Cummins, Inc. (CMI) and Illinois Tool Works (ITW).