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Jim Cramer wants viewers to buy

Kimberly-Clark

(KMB) - Get Report

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."

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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.

He believes that this is going to cause Kimberly-Clark to go higher because the company has $300 million to $350 million of cost inflation built into its 2006 numbers, mostly due to oil.

Although analysts are negative on the company because they believe that "high oil prices are going to crush the margins for the company," Cramer said Kimberly-Clark's estimates are too low, as its raw costs are going to come down.

Go to the Tape

In a brand new segment called "Go to the Tape," Cramer told viewers how to spot a situation like the one in which

Deere's

(DE) - Get Report

stock changed its course and rebounded.

On Aug. 15, Deere reported what Cramer called "a fabulous quarter," but then dropped a quick $3 because the company gave lowered guidance that it attributed to potentially slowing construction sales.

After going down, the stock jumped right back up for a few reasons, Cramer said. The first reason Deere rebounded is because it had "a massive short position going into the quarter" during the time of options expiration, Cramer said.

Second, when Deere cut guidance, attributing the move to slowing construction sales, people assumed it was a housing stock, which was instantly reflected in the stock price. In fact, Deere is not a housing play, but an agricultural stock, he said.

If people listened to the conference call, they would know that "Deere is fundamentally a play on farm equipment," Cramer said.

"When you have a supply-and-demand play, all that matters is inventory," he went on to say. "Three times in that conference call, Deere stressed that inventory was very, very low."

Thus, having listened to the call, long-term investors started "buying up loads of the stock, which created a short-squeeze," Cramer said.

To spot this in another stock, he advised looking for the following three things: "Aggressive shorting during options expiration week, companies that tamp down expectations and have upside surprises, and misinformation about business cycles."

Although these stocks will get hit initially, they will rebound, Cramer said.

Cramer talked up his game plan for next week, telling viewers that upcoming earnings could give a boost to the market.

Earnings from brokers

Goldman Sachs

(GS) - Get Report

, which Cramer owns for his charitable trust

Action Alerts PLUS,

Lehman Brothers

(LEH)

and

Bear Stearns

(BSC)

are scheduled to take place next week, and they "could provide a really super trading backdrop," Cramer said.

"The Street has turned incredibly negative on these types of stocks," Cramer said. "Expectations are low, and there is nothing better in this game than low expectations."

Analysts hate these stocks, but Cramer believes that you should buy them because the beginning of September is when the brokers' business turns, after a summer of "doldrums," because everyone is at the beach and nobody's trading.

He recommended buying the brokerages late next week before the Street does. Of the three brokers, Cramer highlighted Goldman Sachs, which is "cheap and ready to roll," he said.

He also advised buying September $1.50 call options on the company.

"They should be cheap because they expire at the end of the week," Cramer said. "Don't buy all at once. Buy a quarter on Monday, a quarter on Tuesday, and if the stock goes down, you double down."

Cramer welcomed

Devon Energy

(DVN) - Get Report

Chairman and CEO Larry Nichols to the show and asked him what the company has in the pipeline.

Cramer owns Devon for his charitable trust

Action Alerts PLUS

Devon has three other discoveries that it's already conducted, Nichols responded. Although

Chevron

had more discoveries than Devon, Nichols said that his company is running second only to them.

When Cramer asked for Nichols' perspective on whether there is anything on Wall Street that makes any rational sense, Nichols said that "there is a time when people are going to talk about oil going down, and there will be brief lulls when it does."

But oil comes from some politically unstable places, so "there is only a matter of time before another problem comes up and the price shoots back up," Nichols said.

To view Cramer's interview with Larry Nichols, please click here.

Lightning Round

Cramer was bullish on

DaVita

(DVA) - Get Report

,

ING

(ING) - Get Report

,

L-3 Communications

(LLL) - Get Report

,

Chevron

(CVX) - Get Report

,

British Petroleum

(BP) - Get Report

,

Qwest Communications

(Q)

,

Devon Energy

(DVN) - Get Report

,

Wells Fargo

(WFC) - Get Report

and

Rite Aid

(RAD) - Get Report

.

Cramer was bearish on

Boeing

(BA) - Get Report

,

Online Resources

(ORCC) - Get Report

,

Allis-Chalmers Energy

(ALY)

,

Aqua America

(WTR) - Get Report

,

American Science & Engineering

(ASEI)

,

ConocoPhillips

(COP) - Get Report

,

Sirius Satellite Radio

(SIRI) - Get Report

,

XTO Energy

(XTO)

,

Thor Industries

(THO) - Get Report

,

Build-A-Bear Workshop

(BBW) - Get Report

,

Sky Financial

(SKYF)

and

Walgreen

(WAG)

.

For more of Cramer's insights during the most recent Lightning Round, click here.

Want more Cramer? Check out Jim's rules and commandments for investing from his latest book by

clicking here

.

At the time of publication, Cramer was long Devon Energy and Goldman Sachs.

Jim Cramer, host of the CNBC television program "Mad Money," is a Markets Commentator for TheStreet.com, Inc., and CNBC, and a director and co-founder of TheStreet.com. All opinions expressed by Mr. Cramer on Mad Money are his own and do not reflect the opinions of TheStreet.com or its affiliates, or CNBC, NBC UNIVERSAL or their parent company or affiliates. Mr. Cramer's opinions are based upon information he considers to be reliable, but neither TheStreet.com, nor CNBC, nor either of their affiliates and/or subsidiaries warrant its completeness or accuracy, and it should not be relied upon as such. Mr. Cramer's statements are based on his opinions at the time statements are made, and are subject to change without notice. No part of Mr. Cramer's compensation from CNBC or TheStreet.com is related to the specific opinions expressed by him on "Mad Money."

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Some of the stocks mentioned by Mr. Cramer on "Mad Money" are held in Mr. Cramer's Action Alerts PLUS Portfolio. The Action Alerts PLUS Portfolio contains all of Mr. Cramer's personal investments in publicly-traded equity securities only, and does not include any mutual fund holdings or other institutionally managed assets, private equity investments, or his holdings in TheStreet.com, Inc. Since March 2005, the Action Alerts PLUS Portfolio has been held by a Trust, the realized profits from which have been pledged to charity. Mr. Cramer retains full investment discretion with respect to all securities contained in the Trust. Mr. Cramer is subject to certain trading restrictions, and must hold all securities in the Action Alerts PLUS Portfolio for at least one month, and is not permitted to buy or sell any security he has spoken about on television or on his radio program for five days following the broadcast.