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.
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