"What's safe and cheap in today's market? Food stocks top our buy list this month," suggests leading value advisor Richard Band.

The editor of Profitable Investing explains, "Here are two of my favorite buys, each with the potential to rack up a total return (price gain plus dividends) of at least 15% in the coming year: Nestle (NSRGY) and PepsiCo (PEP).

"Philip Morris International (PM), a holding on our Recommended Buy List, has caught fire with investors this summer, recently hitting a 52-week high," says Geoffrey Seiler.

The editor of BullMarket.com explains, "The company's CFO, Hermann Waldemer, was recently at an investor conference in New York, and below, we review his presentation and comments for this update on how the cigarette business has been doing outside of the U.S.

"One way to capitalize on the recent fear-drenched selloff is to take advantage of attractive valuations and invest in businesses tied to the long-term agriculture story," says David Dittman.

The contributing editor to KCI's Personal Finance explains, "Rising populations and growing middle classes in emerging markets mean people will spend more on food and increase their consumption of agriculture-intensive proteins. Here are two ways to profit from increasing demand for agricultural products: Monsanto (MON) and Bunge (BG).

"These two agribusiness heavyweights -- both of which we hold in our model Growth Portfolio -- have suffered because of specific short-term issues that don't threaten their respective positions in the sector.

"Given the stock market setback, the time to buy has come. So what is a global investor to do now? Where in the world do we go?" asks Vivian Lewis.

The editor of Global Investing reviews five global investment ideas: Mexico's Cemex (CX), Canada's Cameco (CCJ), Greece's Coca Cola Hellenic (CCH), Israel's Teva Pharmaceutcial (TEVA), and India's ICICI Bank (IBN).

"I think this May correction has been the result of insane blind total panic in the wake of the still unexplained flash crash. Logically nothing explains the sell-off -- nada, nichevo, nichts, rien. To imagine that Greece is going to pull down Britain, Germany and France is simply ridiculous.

"Economic activity is increasing across the world., with Asia and emerging markets ahead of the pack, leading the dramatically increasing demand for commodities over the past year.; the major miners are reporting large increases in demand, outstripping production capacity in many cases," says global markets specialist Horacio Marquez.

The editor of The Money Map Report explains, "That's great news for mining companies. In fact, the big producers all blew away market expectations in their last reports. But it's even better news for Rio Tinto (RTP).

As an investor in Chinese stocks, I'm constantly bombarded by predictions of the country's coming economic bust. When a scandal at poultry company Yuhe International (YUII) brutalized this stock, people emailed me, saying that all Chinese companies are cooking the books. When a China-based ETF pegged to the S&P 500 launched, I was told that it was a clear sign that investors there knew it was safer to invest here than in their own country. The list goes on and on.

Lately, the recent pullback in several high-profile Chinese stocks, as well as a pullback in the iShares FTSE/Xinhua China 25 Index (FXI) -- the major Hong Kong market index -- has been cited as more evidence for the country's pending economic hardship. While it is true that some stocks have sold off lately after big runs higher in 2009, FXI is only down 3.8% over the past three months. That's hardly a huge giveback. And besides, America itself would be in pretty dire straits if every market slide meant that its economy was doomed.

"Industrials stocks focus on the manufacturing, transport and construction of physical goods and heavy infrastructure," says Elliott Gue.

The contributing editor to Personal Finance explains, "The best in the sector share one key trait: powerful leverage to a global economic recovery led by growth in the emerging markets and renewed spending on basic infrastructure across the developed world. The S&P 500 Industrials has outperformed the broader market by 20% during the past year."

"I expect Vimpel-Communications (VIP) -- Russia's major mobile phone operator -- to perform strongly over the next couple of months," says international expert Nicholas Vardy.

In his Global Bull Market Alert, the advisor explains, "VimpelCom's fundamentals are strong and improving." Here's his bullish outlook on the shares.

"The company increased its mobile subscribers by 1.7 million between the second and third quarters, bringing its total number of subscribers to 65.4 million. That's 13% more than last year.

"The 'offshoring' of IT development, customer service and back office operations has always been controversial in the U.S. (because of the jobs lost)," observes Paul Goodwin.

In The Cabot China & Emerging Markets Report, he explains, "However, these outsourcing services have also been cost-effective. And outsourcing pioneer Wipro (NYSE: WIT) is very good at it.

"Wipro, the Indian megacap company, has been holding earnings steady as a rock despite the global recession that has ripped the heart out of so many companies.

"Gafisa S.A. (NYSE: GFA) is a bet on Brazil; the company is the country's second-largest homebuilder," says international investing expert Nicholas Vardy.

In his The Global Bull Market Alert, he adds, "Brazilian homebuilders are a red-hot sector in a red-hot market. Brazil is one of the strongest-performing global markets this year, and one that you should definitely have exposure to in the final quarter of 2009.

"Brazilian homebuilders are a red-hot sector in a red-hot market. Stocks in this sector have already doubled their share prices this year as policy makers cut interest rates to a record low and the government unveiled a 34 billion real ($18.8 billion) housing stimulus plan.

"Investing in the fertilizer business may not sound sexy, but the dynamics and fundamentals of the food business will turn it into one of the most profitable sectors you could find.," explains global expert Tony Sagami.

In his The Asia Stock Alert he suggests, "Every farmer needs to use fertilizer -- and the most used and most important fertilizer is potash. And Potash Corporation of Saskatchewan (NYSE: POT) is set to make a bundle supplying potash to the world."

"There are approximately 6.6 billion people on our planet today, but that number is expected to grow to 8.2 billion by 2030. That's a lot of mouths to feed. Plus, the amount of food each mouth is eating is also increasing.

"With over 950 completed projects successfully completed, Gafisa SA (NYSE: GFA) is the most successful real estate builder and developer in Brazil," says Paul Goodwin.

In The Cabot China & Emerging Markets Report, he explains, "So what is it about a Brazilian homebuilder that interests us so much? It's a combination of 'story, numbers and the chart." Here's the advisor's review.

"Brazil, one of the largest economies in the world, is still in the process of emerging from an economic crisis that began in the late 90s and bottomed out in 2002.

"Income investors have to be very careful when searching for yield; many high-yielding stocks have turned in disastrous performances over the last year," cautions Chuck Carlson.

In his The DRIP Investor he adds, "That's what makes Philip Morris International (NYSE: PM) so attractive. The issues stands as as one in which investors can be confident of a steady dividend stream."

"The stock's current yield of 5% is especially attractive in this environment. And the dividend is taxed at the current preferential tax rate of just 15%, giving it an extra appeal relative to yields on fixed-income investments. Furthermore, the dividend is safe.

"McDonald's (NYSE: MCD) continues to just hum along as a cash flow and profit machine," says trading and investing expert Bill Martin.

In his industry-leading BullMarket.com, he explains, "The king of the quick service restaurant sector once again booked a quarter's worth of same-store sales increases as it benefited from consumers 'trading down' from more expensive dining options."

"Though the headline fourth quarter numbers show a year-over-year drop in profit, McDonald's nonetheless delivered another strong quarter to wrap up 2008 and said sales were continuing to grow on a same-store basis so far in 2009.

"Investing in food is a simple story: expanding supply and demand fueled by rising global urbanization," says Yiannis Mostrous. In Personal Finance newsletter the global advisor looks at Monsanto (NYSE: MON).

"The global population is expected to surpass 9 billion by 2050. Wages are rising in emerging economies--led by India and China--and more people are moving into cities where the consistent and better paying jobs are.

"That means greater demand for protein-rich foods, especially meat and dairy consumption. The consumption of both has a strong correlation to urbanization. The result will be a permanent increase in demand for crop grains for feeding.