I dont have PM capabilities. But on a very quick glance GGOX looks very interesting. Great revenue and income growth. Also, the balance she looks really strong. I will do a bit more research.
My research is starting to focus on foreign stocks on foreign exchanges. I am trying to find ways to diversify out of the dollar. My current favorite markets are Canada and Norway. SO many resource orientated plays that have amazing access to banks. Norwegian banks love to give massive cheap loans to solid energy companies. Canelson Drilling (CDI:CA), Golden Ocean Group (GOGL:NO), AKD:NO), and Seawell (SEAW:NO). These all have the chance to make massive moves over the next few years.