Sneak Preview: The Last Bull Market

You need to build power plants that run clean energy? McDermott(MDR), ABB(ABB), and Foster Wheeler(FWLT) can do that, including coal and nuclear.

You need to make sure that urban infrastructure, sewers, levees, and piping are working? Call URS(URS) or Shaw Group(SGR).

You have to build refineries or factories in hard-to-get-to places? That's Fluor(FLR), or KBR(KBR), the old Kellogg Brown & Root subsidiary of Halliburton(HAL).

All of these companies, with the exception of ABB, are based in the United States but do tremendous amounts of business overseas because of their reputation for quality work and expertise. The projects they get called for are long-dated projects that give these companies exceptional visibility to the "out years," where they can make projections for earnings that can last far longer than what other companies can project. For these companies I've mentioned, the foreseeable future extends well into the next decade.

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At any given time, the leaders in these mini-bull markets can change. It's hard to pick a best-of-breed infrastructure or oil play that I can guarantee will stay that way for life, so to speak. But the sectors I outline are going to stay strong, and if you call me when I play "Am I Diversified?" on Wednesdays on "Mad Money," you will hear me say that you should swap out of that lame financial stock or that boring drug company and pick a stock in one of the five sectors I just outlined that you may not have exposure in. It's a trick of the diversified trade, but it will ensure that your stocks live in the best neighborhoods possible for years to come.

Editor's note: This is a special sneak preview of Jim Cramer's just-released book, Jim Cramer's Stay Mad for Life: Get Rich, Stay Rich (Make Your Kids Even Richer). Look for more sneak previews every day, and get your free copy with your annual subscription to Action Alerts PLUS; click here for details. Catch Cramer in person at his last book signing event: Saturday, Jan. 12, at 1 p.m. in Westbury, Long Island's Costco.

Missed the first sneak previews? Read the book intro and the rules of getting and staying rich: Rule 1, Rule 2, Rule 3, Rule 4 and Rule 5. Know what pros do right and amateurs do wrong: Part 1, Part 2, Part 3, Part 4 and Part 5. Learn the five mini-bull markets that will stampede for years, starting with aerospace and defense, agriculture, oil and oil service and minerals and mining.

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