The Obama ‘mega stimulus’ is making its way through the Senate. Chris Mayer says this is good news for infrastructure firms. He picks five ’shovel ready’ companies set to benefit from the injection of public funds this year.

Fertilizer producers have been whacked by falling prices. But Matt Weinschenk says long-term food production will have to increase rapidly to keep pace with demand in the coming decades. And that means big business for companies like CF Industries’ (NYSE:CF).