Cramer also likes Berkshire Hathaway but is steering clear of 3D Systems.
Google is outperforming while no one knows what's going on at Apple, Cramer said.
Cramer said Aqua America is hot, Tesla is a classic short squeeze and Titan is big in agriculture.
Cramer also wants more Pinnacle Food and Southern Co. but he's avoiding PennyMac Mortgage.
Cramer lists his five 'sweet spot' sectors that will reward investors handsomely.
Quintiles will profit from Big Pharma spending, Cedar Fair puts the fun in profit and Applied Materials is worth more in pieces.
Icahn Enterprises can go higher and Canadian Natural Resources can be owned for the long term, Cramer said.
Even optimists are confounded by the bull market. But Cramer sees three disturbing patterns in last week's charts that are likely confounding money managers around the globe.
Many factors can make a stock fall that have little to do with the company's performance.
Perrigo delivers, OpenTable has almost no competition and be cautious about Yelp and Groupon, Cramer said.