In a market that’s driven by news out of Europe, you need companies that you can count on no matter what’s happening across the Atlantic.

So “Mad Money” host Jim Cramer compiled a list of five stocks you can stuff your stocking with this holiday season.

Home Depot

In this environment, Cramer prefers names with good yields and Home Depot fits the bill. The home improvement retailer recently boosted its dividend by 16 percent, bringing the yield up to about 3 percent. And Cramer thinks that’s big enough to price a nice cushion of support if the stock gets slammed as a result of a market-wide sell-off.

“This is the kind of stock you can own, in part, because if Europe does cause us to crash, Home Depot won’t fall as hard as the rest of the market … and it will bounce back much harder,” he said.

HD reported better-than-expected quarterly results back in November and raised its earnings guidance for the 2012 fiscal year. It is also a classic turnaround story, Cramer said, with the company’s CEO aggressively restructuring the company by doing things like cutting costs and increasing productivity.

Cramer thinks Home Depot is a bargain, but reminds traders to stay cautious and take your time buying on the way down.

Tractor Supply

Cramer likes Tractor Supply, the largest chain of farm and ranch stores in the country, because it’s plugged into the domestic consumer economy. And he thinks the American consumer is healthy and getting stronger, as evidenced by the better-than-expected consumer confidence number for November.

The retailer caters to ranching and farming hobbyists and doesn’t suffer from online competition. It also doesn’t face much competition from big box retailers or pet supply stores because stores are located in mostly rural areas or outer-ring suburbs.

Plus, Tractor Supply’s core demographic—hobby farmers—are in much better financial shape than the typical American household according to Piper Jaffray. The company also recently reported an excellent quarter.

“I think you buy some here, and given the strength of the story, you can buy even more when it gets knocked down with the rest of the market the next time we get some bad news out of Europe,” Cramer said.

Deckers Outdoors

Deckers has been a terrific growth stock for years, Cramer said, and he thinks it still has plenty of room to run.

“Deckers has brought their European distribution arm in-house, which should bring major savings and provide a nice boost to earnings next year,” he noted.

Plus, Cramer thinks it has more growth ahead with its UGGs for men and its more expensive, higher-fashion boots for women. The company also has done a great job of turning around its Teva sandal business, he said.

Deckers shot through the roof after reporting its most recent quarter at the end of October, but it’s since pulled back.

“I think it could be a real bargain at these levels,” Cramer said.

PVH Corp.

Cramer calls PVH Corp. an evolving story that just keeps getting better.

The apparel maker’s brands include Calvin Klein, IZOD and Van Heusen. It also successfully acquired Tommy Hilfiger last year, which turned PVH into the third largest apparel company in the world.

PVH also recently reported an 8 cents earnings beat on a $1.81 basis and raised guidance.

“This is a great long-term story, one that should be bought on dips,” Cramer said.

McDonalds

“[McDonald’s] is a superbly managed company with terrific execution, and it’s poised to have a great 2012 and a truly fantastic 2013, which is why the stock makes so much sense here,” Cramer said.

While 38 percent of the company’s sales come from Europe, he’s thinks it’s the kind of business that can survive just about anything. Plus, the stock held up incredibly well versus the rest of the market in 2008.

McDonald’s is a consistent dividend raiser and its global same-store sales are up 5 percent. But most importantly, Cramer said, McDonald’s is ramping up its next leg of international growth in Asia Pacific, the Middle East and Africa. It is also accelerating its roll-out of new stores.

However, Cramer wouldn’t buy the stock right here, where it is near its 52-week high. He would wait for it to pull back first.

Call Cramer: 1-800-743-CNBC

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