The Fool has an article that mentions one of its Global Gains recommendations, KHD Humboldt Wedag. This is a cement company that is growing earnings by not just selling materials, but by building and operating plants as well.
From the article:
"All this growth can be bought for roughly 16 times current-year earnings estimates -- very cheap for a firm expected to improve its bottom line by 33% a year over the next five."
The stock has been profiled on Seeking Alpha also.