>> okay, i think kimberly-clark is a classic buy homework stock. i almost said buy and hoshlgd everything has to have homework done on t kimberly-clark is a stock i have been recommending since my first week at goldman sachs, now more than 30 years ago, i continue to recommend it i think manager is terrific. i say buy, buy, buy. evan in new jersey, evan? >> caller: hello, mr. cramer. my question to you involves altria group, symbol mo. a merger of anheuser, imbev, symbol bud, with sab miller, altria is getting a 10% stake in bud, $2.5 billion in cash and two seats on the board of directors. all-time highs, mr. cramer, while altria seems to be flat lining. >> the stock did ran up anticipation of expected deal, david faber and i talked about that deal endlessly and it got to a little bit below the 4% yield. that's not good enough. that said, i don't recommend tobacco stocks on the show because i -- i do not care for tobacco, but if you wanted to buy that stock and take that dividend, set up an anti-tobacco clinic, fine with me. it is a very well run

but bristol-myers is down almost 10%, and i want you to keep a eye on both general mills and kimberly-clark. they reported terrific quarters, with the recent of the market. in fair they're in consolidating industries. plus the raw costs, they're ought plplmeting. theyeyave less exposure tohe strong dollar. finally let me give you another one. they went down today. oddly i believe as we see more and more challenges, you'll begin to be questioned about spending more on defense. in the nest 4,270 debates, i'm telling you this is what we're going to talk about. we don't have enoughghircraft power to project power in southeast asia. we made our army about as lean as it could be" going into every presidential trip over each other how they need a stronger army, navy, and air force. it's a fact we must accept that stocks will get punished by all d chatter, all, not,t,o matter what happens with commmmities or even the data. fed wants rates higher. we're on the lookout for stocks being overly punished by some sort of mistaken group think. being meteed out, we'll point them out before they round. it's

reporter: honest pulled in $150 million in revenue last year, that is tiny compared to p&g and kimberly clark pulled in $2 billion in sales annually. >> it is about whether you have kids or not, it would be great if you relied and trusted that the honest company met your needs. >> cnn money access. brought to you by rsm. experience the power of being understood. prepare for challenges specific to your business by working with trusted advisors who help turn obstacles into opportunities. experience the power of being understood. rsm. audit, tax and consulting for the middle market. ♪ everything kids touch during cold and flu season sticks with them. make sure the germs they bring home don't stick around. use clorox disinfecting products. because no one kills germs better than clorox. dave'and starting each day game, with a delicious bowl of heart healthy kellogg's raisin bran. how's your cereal? sweet! tastes like winning. how would you know what winning tastes like? invest in your heart health, with kellogg's raisin bran. no crying today... can a a subconscious. mind? a knack for predicting th

kimberly clarks, consumer products do well.t have a rate rise fast that group has done terrifically. this is a much broader wally than where we were. the whole notion that it was about fang, it's not about fang anymore. >> not about fang? >> not about fang. that's soupy sales. it's not about fang. the "a" may be allergan. >> the g may be general mills. >> what is the "f." >> foot locker. >> oh! thank you very much. yes. thank you. >> jim, what's on "mad tonight?" >> we'll reveal the hottest sector and the players in it. the hottest sector is the drink sector. >> really? >> yes. of which you have talked about many times because of the consolidation, david. >> that's true. >> just taking david and just doing everything he says because we're tired of those, oh, is that so? how come my wife has heard about that. >> she has? >> she said i hear david has a lot of -- >> quizzical looks. >> that's what i'm here for. >> my father used to say, he's mad at you. carl isn't, but he's mad at you. >> not mad at all. >> not mad. >> never ever.