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All right, first, there's Altria... The successful breakup into domestic and international... That's Altria (MO*) and Philip Morris International (PM*)... This one's already yielding early positive returns. Together, the two stocks are up 4.7%, since I created the Kevlar portfolio... The domestic business turned out to be totally insensitive to the economy so far, because the 5% yield on MO* has kept the stock from going down, and the company managed to raise the price of Marlboros, and didn't take a hit...

The international business has been one of the biggest beneficiaries of the weak dollar, and it looks like it still has great growth trends... I gave this stock my highest endorsement. I bought some more of it for my charitable trust, after the spinoff... right about the time when a lot of people sent me a lot of hate mail, saying that one wasn't doing anything... The lack of patience that people have with these Kevlar stocks is remarkable...

My next Kevlar stock was Freeport-McMoRan (FCX*)...

Remember, we called it the year of mining dangerously?... It's up 11.9%, since I created the Kevlar portfolio. The story here is short and sweet... This is the best copper story in the world. Copper is in short supply. There haven't been any new discoveries. Endless labor problems in Chile have helped keep the price of copper high... and, I've got to tell you, those labor problems never seem to be going away...

The huge earthquake in China, and the need for a subsequent rebuild, has boosted FCX*'s business... If the U.S. housing market ever returns to health, I mean, this one's going to go through the roof! I anticipated that housing would be bad, but I believed that FCX* would have Kevlar anyway... Here's another stock that I bought more of - when it got hammered - my charitable trust...

Still one more...

Foster Wheeler (FWLT*)... Okay, maybe a little disappointing... down 1%...

This is one that is a key part of the Kevlar portfolio, because it's still my favorite infrastructure stock, even after the ramp that it has had... It's levered to higher energy prices worldwide... very little to do with municipalities, which has been the kiss of death for infrastructure...

This one survived the big dip that apparently turned out to be a completely false read of FWLT*'s health... But the company assured us on Mad Money, going so far as to visit in person, and gave us the confidence we needed... Ray Milkovich (CEO) came on... I bought more FWLT* when it dipped, because the dip was for no reason... It doesn't matter... It had Kevlar...

Transocean Inc. (RIG)... I mean, this one is monster... It is up 27.6%, since I invited it to the Kevlar club... The largest, best deep-water contract driller in the world. When I said RIG was bulletproof, I was talking about its earnings visibility... meaning how accurately you can predict what your company will earn in years and years and years... well, let's just say, usually 3-5 (years out)...

Now, if you've got visibility, you're generally less dependent on the vicissitudes of the current economy, and that's precisely what RIG is seeing through 2012...

You see, Brazil wants 80% of the biggest rigs for the biggest oil find in 30 years in the entire world... and all the rigs it needs are deep-water... I think that means, now, that RIG will have orders through 2015...

I did sell this Kevlar-coated stock for the trust... But that's because I had a double... I was feeling really greedy... Remember what we always say in Cramerica... Bulls make money, bears make money, and hogs get slaughtered. I had been a hog. Still... I wish I hadn't done it... The stock went much higher...

And, finally... controversially... MedcoHealth Solutions Inc. (MHS)... the only company in Kevlar that fits the traditional idea of a defensive stock, like drugs and foods... the ones that were meant to be Kevlar-coated, but I told you weren't anymore, because of raw costs...

You're supposed to buy stocks like MHS. Those were old defense stocks. They're not working... I mean, you can take a look... MHS did nothing... it did nothing, okay... MHS was the only company in the Kevlar list that I created that really doesn't make money, if the economy... it doesn't matter how strong the economy is...

MHS makes its biggest money as drugs come off patent... and it gets better margins when it sells generics.

But, unlike RIG, MHS has been hurt... because its visibility only goes out as far as 2012, which is when a lot of the good drugs go off patent. After that, there aren't that many drugs expected to go off patent, and there's more competition than I thought to MHS.

The other four Kevlar stocks really don't have a lot of competition...

I mean, think about it...

Altria (MO*) is pants-ing all the competition... We saw a good research report our Friday, talking about market share...

Freeport-McMoRan (FCX*)? I don't know... there's really no American competition for copper...

Foster Wheeler (FWLT*)? No one is really in these things, other than Fluor (FLR), and you know how high that went...

Transocean Inc. (RIG)? The only other guy that really competed against them was GlobalSantaFe, and RIG bought them...

MedcoHealth Solutions Inc. (MHS)... There's a bunch of companies in there. Should it have been in the Kevlar portfolio? I think that what happened there, is that I felt like I had to have one traditional defensive, and that turned out to be wrong. I'm hesitant to keep calling MHS a company in Kevlar... I think, if it rallies, I'd sell it...