These are rallying because you're getting the lowest yields ever from the risk-free asset that's known as a Treasury (bill)... although we're beginning to question whether they're risk-free... and they have no upside to speak of.

Not so with these stocks, where the yields are better, and there's upside too...

So we've accentuated these all week, and frankly, we've done it enough, and we haven't focused on stocks that could do well, regardless of the strength or weakness of the economy...

So let's go back to some recession-proof stocks... Now, I did not say "decline-proof"... These are going down... they're going down... It's just that, if you buy them the way I said, on a scale, on the way down... detailed (in Jim's book), Real Money... you're going to win... at least on the way down. You're going to win by beating other people who are losing more money.

These are recession-proof stocks that benefit from $63 dollar a barrel oil, and really are unfairly painted by the weakness in the alleged competition in this one particular case of a name I'm about to mention...

And the name is...

Alberto-Culver Co. (ACV)!... the umbrella for all of these brands that I know you and I use extensively... (e.g., VO5, Nexxus, Tresseme, St. Ives, Noxema)...

This shampoo and skincare company... got smacked down... when Helen of Troy Limited (HELE), another grooming and skincare and haircare company... disappointed the Street with its second quarter, back on October 8th... In the next two days, HELE shares fell by 12%, and ACV got a 10% haircut, right along with it...

Well... a crummy market, but ACV still hasn't recovered from its pounding that it got because of our friend, HELE, and it's flirting with its 52-week low... But here's the problem...

I regard this as something I usually like to do when it comes to Wall Street gangsters...

This is a case of guilt by association. And, right here, we're going to proclaim ACV's innocence!...

ACV is not HELE...

$3 in cash... virtually no debt... Isn't that what we're looking for, come a financial Armageddon, which I don't think we're going to have, but people like to talk about?...

Jim's comments AFTER the interview:     Alberto-Culver Co. (ACV) is the template for buying stocks without the protection of a big yield. They need to be able to retain earnings in a recession, but they need to have been knocked down unreasonably, and they need something to make next year better than this one, like benefitting from cheaper oil... ACV has all of these. Remember, if it opens up because they report a great number, we're going to skip it until the market lets us have it at a cheaper price, which it always seems to do.