Cramer's 'Stop Trading!': Kimberly-Clark

"Here's what I think is most interesting about today," said Jim Cramer on CNBC's "Stop Trading!" segment on Thursday. "All stocks are down equally."

Stocks that do well in a recession are down as much as most of the industrials, he said, with the exception of Union Pacific(UNP Quote) and Norfolk Southern(NSC Quote).

In such an environment, Cramer said he'd turn to stocks such as Clorox(CLX Quote) and Kimberly Clark(KMB Quote). For example, Kimberly-Clark, he said, with its high yield and tremendous international exposure as well as exposure to natural gas, "should be going up."

On the flip side, he said, is that "anyone who was on the Darden(DRI Quote) conference call knows that this is a country that is saving, because Red Lobster was just hammered." He said he knows it was hit less than some other places, but "Red Lobster is my benchmark."