Deal. We hear intransigence as we go over the weekend and go lower. S p back, nasdaq up 0. 98 . How the heck do you immunize against this washingtoninspired lunacy . one way to vaccinate your portfolio is to focus on dividends. Lets puzzle through this first, though. I dont believe the government is going to stop paying interest on treasury bonds. I think the administration will prioritize with the pay, if congress doesnt raise the debt ceiling. Remember, i said if, not when. So it might not be as catastrophic as you expect, but its pretty cataclysmic. I think theyre to buy all the debt thats for sale in the event of a technical default. The fed could make a killing on this debt. It doesnt care about the yield being in jeopardy, like everybody else does. There comes a time when the government either issues debt or default. That has to happen. But im not hearing its going to happen until the end of the month, and that is a long way away. All deadlines seem to be fungible. The seeming lack of concern about treasuries given editorially rise in bond prices and the decline in yield, makes you feel everythings pretty honky dory, doesnt it . But there are actual owners of debt who arent going to be as calm as this market is. In fact, i think thats the least furious. Particularly the foreign debt holders. The chinese, for example, own about 1. 2 trillion in debt and they are gasping pretty loudly all day about this. And who can blame them . Why would you ever own u. S. Debt if you thought you werent going to get paid. That would be insane, right . So you become sellers. It would be crazy to be buyers. However, if we dont pay our debt, then our Gross Domestic Product will collapse because of all the other payments the government wouldnt be making. Therefore, you end up with this ironic situation where you actually want to buy treasuries because you have to assume youre going into a very serious recession, which we put in favor of u. S. Bonds on a flight to safety, but you have to be sellers, especially from overseas, because treasuries would be unsafe. So what the heck does worry in this crazy universe . Then when the smoke clears, let me give you a couple of suggestions all week, but this one today, highyielding stocks from companies with great Balance Sheets and those dividends. You have to figure out that all stocks get clocked as we get closer to the deadline or worse the day after the deadline. Were only talking about bounceback candidates here. That might be enough. It might be exactly, it might be exactly what you need to buy into the coming weakness. First thing i would do, i would buy the stocks in utilities, where i dont think theres much earnings risk. That means dominion resources, letter d, because last week we heard the yield was doing incredibly well. Second, dominions strong utility business allows for the continued increase in dividends. And third, the expert terminal thats well out of every other facility in the books, with the exception of shinu export plant, which were at one time import plants. Theyre already permanent. Stocks are ready. Hooked into pipelines. Plus, dominions ceo has already presold the liquefied natural gas, so the risk is very small. So we need a plan b as we approach and pass the debt ceiling. I would consider coned with a 4. 5 yield that probably going to 5, because the stock drops on the event of a technical default. Why this one . Simple. Its not a generator of energy, its merely a conveyor of energy. And thats a nice way to augment dominion, which has some coal. Beyond that, coned has people switching from natural gas. And as 7,000 buildings in the city do have that. A ready supply of gas, natural gas, in a city where tremendous growth is still occurring. One thats not all that affected by domestic crisis, because the economys more international than many realize. Finally, i think we get a chance to buy southern company, s. O. , which has a 5 yield, with an amazing history of paying that dividend. Ive interviewed southern several times and i think they get the dividend better than any other utility. They have the portfolio match for the dividend street adviser. Dsa is selected southern. Because their portfolio has beaten the dow jones dividend by picking the stocks that have consistently raised their payouts, which is exactly the opposite of what a bond can do. Ive got three others that are flying with the debt default or the plummeting into default. Both sides claim that its impossible, dont you hate that, that youre all saying that . I heard someone say its unlikely theres a meteor to crash into the capital. Man, whoa, i dont want to be the capital. The first is pfizer. This is as plain vanilla drug company as you can get. Its up on a spike. I might have gone with lily, but i didnt like what i heard about pipeline. Mercks got yields and buybacks, however it doesnt have the pipeline that many want. Thats why pfizer was going to be so natural. Pfizer will be churning out raises, committed to raising their dividends, the companys so proactive and spun off that Animal Health division. I like that. Second is campbells soup, um um, not bad. Heres a company that wont go bad. Its a serial dividend razor, and i think they have a takeover bid. This looks like quite a bit like heinz. Remember that from earlier this year . Nothing more consistent than soups and snacks. Finally theres dow street. This is a business that keeps taking share and boosting its business. Pfizer, campbells, and altria, 2, 3 yielders, and a 5 percenter, all with growth prospects. The yields will go up and thats good for stock prices going here. You know what else, get clocked here, the teleco stocks. Thats an opportunity to buy. And i want verizon, which bought the remainder of verizon wireless. The cash flow is there and the Interest Rate is very well. The growth will be much higher now that it owns all of that wireless business and i dont doubt for a minute that verizon will maintain its policy of boosting the dividend. If you can get this at a 5 yield, not far from here, close stock, good yield, a steal. I also want to some disclosure some health care in investment trust, especially ones where they believe theres a ton of exposure to medicare. I want cash, with a tremendous wind at its back, which is the aging baby boom generation. People still age, even when they shut down. This got a remarkable record in dividend history. I think this 4. 2 percent yielder is already down 3 for the year. Of course, you should buy these gradually as we go lower. The market will break down for certain as the deadline draws closer, and of course, we go over the deadline, thats going to be a bad day. But dividends wont give these a real floor. Dominion, fairz, altria, southern company, fabulous records of dividends. Just what you might need as we approach and even go over the debt ceiling deadline. Ben in california, ben . Caller jim . Ben . Caller thank you for what you do. Youre welcome. Caller my question is jcpenneys. And what i thought i detected was a cyclical pattern and my cyclical pattern quickly turned into a downward slide. I tried to use your incremental buying system and pretty soon i ran out of money. And i was just wondering, should i just cut and run, get rid of it, or hold on to it . A lot of people are cutting and running, getting rid of it. Ive lost faith in the company. I thought the company, i believed in the company and thought that it could fix its Balance Sheet. It then said that everything was fine, and then that day issued equity. If you come on mad money and you say things are fine and then you issue equity, youre a wall of shame candidate. So i cant therefore bless this stock anymore. Lets go to cheryl in pennsylvania. Cheryl . Caller hi, jim. Cheryl . Caller okay, first the testimony, okay. Back when starbucks was 20, you were recommending it. Yes. Caller and i bought that. Well done. Caller and then coors at 30. I bought that and just cashed the profits in on friday. Youre terrific. I think thats the right thing to do. Starbucks, both are good stocks by the way. Go ahead. Caller what i want to know, some of those profits, i would like to concentrate on the Health Care Section now since obama cares in effect. Right. Caller okay, i have pfizer as my pharmaceutical and i was thinking of melinda, moh. No, you need higher qualities. Wellpoint has great turnaround. Aetna and singer are both better than that. Thank you for the kind words, starbucks. Lets go to david in kentucky, please. David . Caller mr. Jim, some time ago you recommended tgi. After laooking into it, i bough a few hundred shares. It has now pulled back, in light of the pullback and the recent acquisition, its time to take another look. You know what, lets not. I mean, that is a Great Aerospace play, but i do prefer boeing as boeing comes down off of a possible shutdown. I want to be careful. I said coors. She may have liked ko. I like both kors and taps. Okay, its rough out there. The government might be shut down, but our door is open, complete with my survival good from gridlock. Remember, these are going to go lower than everything else, but they will bounce. Mad money, right back. Announcer coming up, playing the game. Short sellers piled on to gamestop, expecting some serious carnage. But instead, the stocks nearly doubled this year. Could the holiday rush for the newest consoles continue to push the stock to a new high score or will it reset . Dont miss cramers exclusive with its ceo. And later, food fight. Wall streets been salivating over two tasty new stocks on its menu. Tonight, cramers pinning these hot and fresh plays against each other to find out which one investors should be chowing down on. Plus, energy boom . The bakken, the eagleford, the marcellus. Americas shale energy has changed the oil and gas industry, and tonight, cramers speaking to a company blazing a trail in what could be the next hot play. Dont miss his exclusive with cimarex, all coming up on mad money. Dont miss a second of mad money. Follow jimcramer on twitter. Have a question, tweet cramer, madtweets. Send jim an email to m madmoney cnbc. Com. Or give us a call at 1800743cnbc. Miss something . Head to madmoney. Cnbc. Com. [ man ] on december 17, 1903, the Wright Brothers became the first in flight. [ goodall ] i think the most amazing thing is how like us these chimpanzees are. [ laughing ] [ woman ] can you hear me . And you hear your voice . Oh, its exciting [ man ] touchdown confirmed. Were safe on mars. [ cheers and applause ] hi. [ baby fussing ] some trends transcend in washington. Next week were getting brandnew video consoles from sony and microsoft, with sony releasing the 15th. And microsoft following up on the 22nd. These are going to be huge events, a 13 billion market in the u. S. Alone. In particular, these new consoles are going to be used for gamestop, gme, the Worlds Largest multichannel retailer. Over 6,500 stores in the u. S. , australia, canada, and europe. Gamestop has already doubled through this year, but the company has been doing really well, even with their core business devoted to selling games for systems that are seven years out of date. When gamestop reported in august, building up 8 , with huge upside guidance in the current quarter. And gamestop didnt even exist the last time xbox and playstation came out. So digital and mobile games online. Companys mobile up an astounding 1. 36 billion. Lets check in with the ceo, paul rains, find out more about how his company is doing ahead of these giant product launches and great video games that are right now in the stores. Mr. Rains, welcome to mad money. Hey, jim, great to be here. Have a seat. I have to tell you, not only do you have more irons in the fire, but i think people miss including me i underestimated what you got. Is it grand theft auto, which is the most incredible numbers i have ever seen . Is it the affinity group, where you have more than 30 Million People . Is it the Balance Sheet . What did people miss that this stock was able to double under the radar screen . Jim, its a complex story. And the transformation of gamestop, when we look back, a lot of variables there. But i think its a cyclical business at the end of the day that was perceived as a longterm secular decline. We turned out to be a scrappier competitor than a lot of people thought, and i think we made some investments around our relationship programs, with powerup rewards and the 31 million members worldwide that allowed us to launch this business in the heart of console. People think, dont shoppers downloading game titles rather than going to brick and Mortar Stores . Thats not happening . There is a significant amount of Digital Gaming going on, jim. In fact, were in the middle of that with our console digital sales. When you buy a digital game, if you bought last spring, you bought Digital Content from gamestop the same night you buy the physical game. Were going to go 780 to 850 million of Digital Business this year. You were smart enough to see that maybe the street was wrong about your stock. You brought in a huge amount of stock. Your Capital Allocation has been nothing short of brilliant. We bought about 1. 2 billion of our shares. Shares are trading close to 50. But what youve got to remember about gamestop, our founders, our boards, theyve been in video games a long time and they challenged our management team, make sure you understand, its a cycle, and invest to be there when the consoles return and diversify the business. So why shop at gamestop versus best buy, walmart, or amazon . Well, jim, you know, the reasons theres a lot of good reasons. Number one is, by far, the best service and most knowledgeable associates in the industry. I just got back from europe the 3,400 people you trained . Thats right. I love that. Were training people constantly on games, more knowledge of games at gamestop than anyone else. Number two, you can trade your old games, old smartphones, tablets, all those old products, trade them into gamestop. And number three, if youre a powerup rewards member, you can trade in stuff to get cool stuff. What about supermac . Supermac is very exciting. I was talking to the guys at supermac today. Its a minority investment weve made in the largest certified apple reseller. So we have a partnership with apple selling apple reluctants in Supermac Stores in communities that dont have apple stores. Woodland, texas, shreveport, louisiana, these are cool stores to go in and get your apple products where there are no apple stores. We provide a superior level of service in those tertiary market. So youre a game business. Europes coming back, but how is game doing . Were one of the largest american retailers in europe. People dont know this. Nobody knows this stuff. I just came back from italy, france, and ireland. Were in 12 countries, you know, jim, and the console business is coming back strong. Lets talk for a moment about this. I happen to be at tulane this weekend, my daughter, for parents weekend, and people are just astounded. This is the biggest movie launch, because its so lifelike. The guys at rock star and take ii a extraordinary artists and incredible people and theyve delivered a game thats stunning. Im about three hours into it. I have about a fourhoura week budget. My daughter says theres some gravity problem. Is that true . Yeah. But its a cool game, its a stunning game. The story line is fantastic and ive got a parents weekend next weekend too, so ive got to find some time now. Im not kidding. On college campuses, this is so the rage. Now, tell me how you were able to survive when the others didnt . Because i saw your share gains. Must have been a lot of people went under while you were still playing. We spent a lot of time with our publishing partners. All of those publishing partners, weve been deep into this category in lots of ways. But we also have a real strong commitment from our board to stay in this category and keep investing in it and being different and unique. Were trying to grow from the core into adjacent businesses, like downloadable content, like refurbishment of mobile devices, which is similar what weve done for years with consoles. So were trying to go from the core and find those adjacent businesses and stay faithful to a video Game Industry that has a lot of creativity in it. You have been a great partner of maicrosoft. Are you surprised about xbox . Were great admirers of what xbox is, as is playstation and as is nintendo. Are we surprised . What wen, xbox 1 and ps4 are going to be unprecedented the largest console launches in history, jim. Ive got to hand it to you. Youve navigated a trough speci superbly and now youre ready to fly. We forecast the industry to grow 20 to 30 next year and more after that. Well see. Best group i know of any retailers. Thats paul raines, the ceo of gamestop, gme. Open your eyes to this one, because i had mine opened by my kids and now even more by mr. Raines. Thank you, sir. Thank you, jim. Coming up, wall streets been salivated over two tasty new stocks on its menu. Tonight, cramers pitting these hot and fresh plays against each other to find out which one investors should be chowing down on. In a world thats changing faster than ever, we believe outshining the competition tomorrow requires challenging your Business Inside and out today. At cognizant, we help forwardlooking Companies Run better and run different to give your customers every reason to keep looking for you. So if youre ready to see opportunities and see them through, we say lets get to work. Because the future belongs to those who challenge the present. [ male announcer ] eeny, meeny, miny, go. More adventures await in the new sevenpassenger lexus gx. Lease the 2014 gx 460 for 499 a month for 27 months. See your lexus dealer. Evto earn degrees in mathan stand science. Ut but more than half leave their programs. So were missing out on 450,000 math and science graduates annually. But if we can help students prepare for these subjects well have a stronger workforce for our fastestgrowing industries. Lets invest in our future. Join exxonmobil in advancing math and science education. Lets solve this. With the market backsliding again today, kind of like what i told you would happen as investors process the pain of the Government Shutdown and the looming debt ceiling debacle. What stocks should be resisting the downward gravitational pool of the averages . How about two freshfaced ipos, fast food ipos. Both managed to go up here. Meals and company, which was the Second Company to chipotle. And the sandwich company, pot belly