Cramer spotlighted cyclical companies Kraft Foods (KFT) and Procter & Gamble (PG) as being in a capital preservation phase. In turn, both companies are in a position to sell their less profitable brands, Cramer said. Additionally, during a recent conference call, Kraft CEO Irene Rosenfeld discussed the company's becoming "leaner," he said.

Cramer spotlighted cyclical companies Kraft Foods (KFT) and Procter & Gamble (PG) as being in a capital preservation phase. In turn, both companies are in a position to sell their less profitable brands, Cramer said.

Ad Age Magazine echoed these thoughts (that food stocks will outperform the market and put investors into the black) in a recent piece, according to Cramer, who said he appreciated like-minded companies such as General Mills (GIS), PepsiCo (PEP) and ConAgra Foods (CAG).

Ad Age Magazine echoed these thoughts (that food stocks will outperform the market and put investors into the black) in a recent piece, according to Cramer, who said he appreciated like-minded companies such as General Mills (GIS), PepsiCo (PEP) and ConAgra Foods (CAG).

Ad Age Magazine echoed these thoughts (that food stocks will outperform the market and put investors into the black) in a recent piece, according to Cramer, who said he appreciated like-minded companies such as General Mills (GIS), PepsiCo (PEP) and ConAgra Foods (CAG).

First up was Treehouse Foods (THS), which has been on an "acquisition spree" of late, Cramer said. Though a "risky" stock, Cramer said, the company "owns" its markets. Among the brands Treehouse owns are Santa Fe, Del Monte and Oxford, with a foreseeable purchase of Kraft's line of salad dressing. Treehouse posted a year-over-year profit increase of 42% in the second quarter.

The second stock Cramer mentioned was B&G Foods (BGS - Cramer's Take - Stockpickr). The company, which was featured on "Mad Money" in July, is known for purchasing "neglected brands," such as Ortega, Cream Of Wheat and Underwood. Cramer considers B&G a "conservative" investment, pointing out that net sales were up 12.3% from the preceding quarter. He suggested buying B&G for its yield.