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Cramer's 'Mad Money' Recap: A Portfolio From Your Morning Routine

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NEW YORK ( TheStreet) -- Nobody ever said the stock market was easy, Jim Cramer told "Mad Money" viewers Monday, but that doesn't mean it has to be. Cramer said the markets can be difficult, but only if you overthink them.

Proving his point, Cramer pulled a portfolio out of a hat -- or in this case, a portfolio from his kitchen and bathroom. He followed his morning routine to note products from Church & Dwight (CHD), makers of Arm & Hammer toothbrushes, Colgate Palmolive (CL), an obvious choice for toothpaste, and Johnson & Johnson (JNJ), makers of dental floss, baby powder and Band-Aids.

Cramer said that all of these stocks are hiding in plain sight, have little exposure to Europe and in the case of Church & Dwight, is up 25% for the year.

Also a part of Cramer's morning ritual, Kimberly-Clark (KMB), up 15% for the year with a 3.5% dividend yield, Procter & Gamble (PG) and Clorox (CLX).

Cramer was also bullish on CVS Caremark (CVS), a stock which he owns for his charitable trust, Action Alerts PLUS , and where he buys many of his toiletries, along with Dunkin Brands (DNKN) for his morning coffee, Dean Foods (DF) and Pepsico (PEP).

Cramer said all of these names represent great value and are performing admirably in a market that isn't coming close.

Preparing for Recession

Investors needs to start preparing for the very real possibility of a rescission, Cramer said as he unveiled a recession-resistant portfolio that includes stocks with little European exposure and big dividend protection.

Cramer's first stock in the portfolio is General Mills (GIS), the consumer packaged-goods maker that's benefiting the most from falling commodity prices including paper, cardboard, plastic, natural gas and gasoline.

Next is Dollar General (DG), Cramer's new favorite in the space. Cramer said the company is expanding into California and trades at only a slight premium to its growth rate.

Third is drug maker Abbott Labs (ABT), which is in the process of splitting itself into a medical device company and a pure-play pharmaceutical company. Cramer said the split will unlock immense value at Abbott.

Also making the cut, Consolidated Edison (ED), the New York-based utility with a 38-year history of boosting its dividend, which currently stands at a 3.9% dividend yield.
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