Cramer's 'Mad Money' Recap: The Only Sectors That Matter (Final)

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NEW YORK (TheStreet) -- Technology, oil and financial stocks matter more to this market than Warren Buffet's purchase of Burlington Northern (BNI Quote), Jim Cramer told the viewers of his "Mad Money" TV show Tuesday.

Cramer said this market isn't going to change its stripes because of a takeover or two. He said this market needs all three of its leaders -- tech, oil and the banks -- , to head higher. Without all three, he said, there is simply no way to mount any sort of sizable rally.

Cramer said gauging the market is as simple as looking at a handful of stocks. The ones on Cramer's radar include JPMorgan Chase (JPM Quote), Goldman Sachs (GS Quote), Wells Fargo (WFC Quote) and Bank Of America (BAC Quote), four stocks which he owns for his charitable trust, Action Alerts PLUS.

In technology, Cramer said he looks to Apple (AAPL Quote) and Google (GOOG Quote) for leadership, while in the oil patch, he looks to Chevron (CVX Quote), another Action Alerts Plus name, along with Schlumberger (SLB Quote). Cramer said just these few stocks will point to the market's direction on any given day.

Investors looking to play defense during this period of uncertainty should look to four stocks, said Cramer. They include Procter & Gamble (PG Quote), an Action Alerts Plus stock, General Mills (GIS Quote), McDonald's (MCD Quote) and Wellpoint (WLP Quote).

Cramer said investors can take their time while the market gyrates, as there will be no winning bug until the market leaders return.