Cramer's 'Mad Money' Recap: Diaper Rush

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Jim Cramer wants viewers to buy Kimberly-Clark (KMB Quote) not only for its consumer products, but also as a play on cheap oil, he said on his "Mad Money" TV show Friday.

Cramer came on his show sporting a diaper in an effort to convey to people just how much he believes diaper- and Kleenex-manufacturer Kimberly-Clark is worth owning. But he doesn't want people to simply own good stocks, he also wants them to understand why the stocks should be bought.

Some market players might own Kimberly for its diapers and tissues, which is well and good because "consumer staples should perform well," Cramer said. "Everybody uses facial tissues, and diapers are impossible to not own if you have kids."

In addition, although there are cheaper generic diapers, anyone who can afford brand-name diapers is not going to buy generics, he said. But Kimberly-Clark is not just a consumer-products play, it's also levered to cheap oil, Cramer emphasized.

"Other people might want you to buy airlines because fuel is down, but I believe you should get into Kimberly-Clark," he said.

Diapers are all about poly, which is all oil, Cramer said. Because everything in diapers in a product of petroleum or natural gas, as the cost of oil comes down, so does the cost of making diapers.