Cramer's 'Mad Money' Recap: June 30

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"We need stocks that aren't economically sensitive," Jim Cramer told viewers of his "Mad Money" TV show Monday.

That's why he predicted the next big move in stocks will come from the Medicare spending bill now working its way through Congress.

Cramer noted that the U.S. government will spend upwards of $454 billion on Medicare this year, up from just $371 billion in 2006. This means a windfall for many companies poised to take advantage of the huge government handouts that are about to take place, he said.

According to Cramer, investors who took advantage of last year's Medicare bill, which only allocated six months worth of Medicare spending, were rewarded handsomely.

He noted that long-term care hospitals benefited from last year's bill, with stocks such as Kindred Healthcare (KND - Cramer's Take - Stockpickr), where was up 16% in the weeks that followed.

In-patient rehabilitation facilities also benefited. For example, Healthsouth (HLS - Cramer's Take - Stockpickr), rallied 16% after the bill was announced.

On the downside, Cramer noted companies such as the oxygen-and-dialysis providers nose-dived after funding for their operations were left out of the bill at the last minute.

He called the Medicare bill "low-hanging medical fruit" and told investors to "profit right along side of the profiteers."

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