The video above is from Monday's MarketFoolery podcast, featuring host Chris Hill and analysts Joe Magyer and Jason Moser. In this segment the guys analyze what the drought in the Midwest and the rising cost of commodities means for a variety of stocks. They also discuss two dividend-paying food companies, Sanderson Farms (SAFM) and McCormick & Company (MKC 1.61%), and share why they believe these stocks could reward patient investors. Watch the video segment for the full conversation.

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