Stocks picks and pans: MCD, CPB, CLH, POT, KO, VZ, TIF, HNZ ...

Monsanto (NYSE: MON) -- with the use of genetically altered crops moving outside the US quickly, which is bound to help the industry and the company's shares. As the share price has fallen from a 52-week high of $145.80 to $80.13, it is becoming a very attractive investment, says Doug McIntyre.

McDonald's (NYSE: MCD), Campbell Soup (NYSE: CPB), Hormel Foods' (NYSE: HRL) and Hershey (NYSE: HSY) are the 'four food groups of the apocalypse,' according to the NYT). Americans, who have so far stopped buying nearly everything unnecessary, are still buying Big Macs, Campbell's soup, Hershey's chocolate and Spam. Jim Woods adds some technical indicators and suggests riding these out.

PowerShares DB Agriculture Fund (NYSE: DBA) and PowerShares Water Resources Portfolio (NYSE: PHO) are two two funds, as the name suggests, to play the water and agriculture sectors. Larry Edelson says that while the U.S. and global economies will not get back to the growth levels anytime soon, they don't have to for natural resource prices to soar again thanks to recent currency devaluations, and the massive infrastructure spending that is now commencing around the world. Similarly, due to the global water crisis, that sector is also poised to be a major beneficiary of these various economic stimulus programs.