Let's talk about butts for a moment.So I was watching some things on Netflix (NFLX) a few nights back, and I spotted a comedy special with Hannibal Buress called "Comedy Camisado". It's the first time I've seen one of his shows, and I have to say, I like his style. It's dark, sarcastic, and unlike so many others who try to be ironic at these things, he deadpans it and it's absolutely hilarious. Hannibal started telling this story about how he was considering his future in case comedy doesn't work out as well as he hopes. Talking about how he'd like to start a business of some type. What he jokingly said he thought of was a toilet paper company, because "Even during a recession, people gotta (use the restroom)!" He's actually pretty spot on with that though. Consider Kimberly-Clark (KMB), one of two companies, the other being Georgia Pacific, that pretty much own a duopoly in the personal hygiene department. KMB doesn't just make a top brand of TP though, they also make numerous other #1 and #2 selling brands in their categories, like Kleenex, Huggies, and Kotex. And Hannibal is 100% right, these companies do great consistently, even in recessions. As a matter of fact, the recession that hit in 2008 allowed me to get shares of the company that were yielding 400% more than my largest holding, which was Disney (DIS) at that time. So I swapped and enjoyed the pay increase. Eventually the markets got themselves right and I sold out. It looks like there's an entry point near now. Kimberly-Clark is a defensive stock. You want to own things like this when the i$h hits the fan. The stock is selling at about 21x trailing earnings, and while that's higher than the overall market, you can confidently cost average a stock like this. Other consumer goods are looking reasonable too. If you want to really put a stranglehold on consumer goods, combine KMB with Procter & Gamble (PG). Between those two you'll be an owner of companies that touch 3 out of 4 people's..er, lives today. And they're selling for a surprisingly modest 16x earnings. Both stocks are giving dividend yields over 3% today. Kimberly-Clark's dividend growth rate is not quite as good as PG, so I'd probably say wait and see if you can get it in the 4% range. But for now, keep them in mind if a recession does in fact hit. You'll stay squeaky clean that way.