Cramer's 'Mad Money' Recap: Think Big

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NEW YORK (TheStreet) -- Investors need to stick with the big themes that are working, Jim Cramer told "Mad Money" viewers Thursday. He unveiled two more macro themes that he said can be bought on any market weakness.

Cramer's first theme: the revolution in American oil and gas. He said this multi-year theme will be a boon for our energy independence, but it will also mean big profits for those companies that use a lot of oil and gas, mainly the chemical and plastics companies.

He said stocks including Dow Chemical (DOW) and PPG (PPG) remain favorites, as does Georgia Gulf (GGC), makers of PVC plastics for everything from piping to windows.

Cramer was also bullish on refiner Valero (VLO) and soon-to-be natural gas exporter, Cheniere Energy (LNG).

Cramer's next theme for 2013 was technology, mainly cellphone technology, as every major carrier in the U.S. begins aggressively rolling out their latest 4G networks.

Cramer said everyone from SBA Communications (SBAC) to American Tower (AMT) to Broadcom (BRCM), a stock he owns for his charitable trust, Action Alerts PLUS, and Qualcomm (QCOM) will be participating in the buildout.

Cramer said he's still of fan of the other winners in tech, mainly Apple (AAPL), another Action Alerts PLUS name, along with SAP (SAP), Facebook (FB) and Amazon.com (AMZN). For a speculative play, Cramer suggested JDS Uniphase (JDSU).

Stock Playoffs

Continuing with his "Stock Playoffs" series, Cramer pitted the two top performers in the S&P 500 last year, Sprint Nextel (S) and Pulte Homes (PHM), against each other to see which one should be in your portfolio for 2013.

Cramer said while he's still a fan of Sprint, there's no way the stock will repeat its 300% performance from last year. He said the easy money has already been made with Sprint, now that Softbank has made a significant investment in the company.

While Sprint will finally be able to compete with AT&T (T) and Verizon (VZ), the Softbank deal will take time to complete and the competing bid from Dish Network (DISH) for Clearwire (CLWR) will only complicate matters.

Meanwhile, Pulte Homes remains one of America's largest homebuilders in what is still the very early innings of a housing recovery. The stock may be at its 52-week high, but that doesn't mean this stock can't soar higher, said Cramer, as home prices continue to rise. Pulte has been aggressively cutting costs and fixing its balance sheet and is now up against very easy comparisons from last year.

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