Cramer's 'Mad Money' Recap: Five Stocks for This Bull Market (Final)

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NEW YORK (TheStreet) -- "There are only 35 trading days left in the year," Jim Cramer told the viewers of his "Mad Money" TV show Monday, "and there are no data points left to derail the bulls."

Cramer said investors need to consider where we are on the calendar. The markets have just entered a data void until the end of the year, he said. The companies have all spoken, most with upside surprises. The Federal Reserve has spoken, saying it's not raising rates anytime soon. The hedge funds are done liquidating until the end of the year. There is no major economic data coming out. What does it all mean? Cramer said it means there is nothing for the bears to latch onto, and nothing to stop the bulls.

With the bears out of the way, Cramer said it's time to circle back to the leaders that have been stalled, and back to anyone who exports goods and can take advantage of the weak dollar.

Cramer gave the nod to Apple (AAPL) and Google (GOOG), saying that the earnings estimates for these two tech giants are too low. He gave the companies a $300 and $700 price targets respectively.

Cramer said he's also interested in the financials again, mainly Goldman Sachs (GS), Bank Of America (BAC) and Wells Fargo (WFC), all three of which he owns for his charitable trust, Action Alerts PLUS.

Cramer said Goldman will be headed back to its highs and he sees 15 points of upside in that stock. He said both Bank of America and Wells Fargo have been held down on fears of pending secondary offerings. He said the CEOs of these firms should just carry through with their the secondaries and use the funds to pay back their TARP money, and send their stocks to 52-week highs.