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The Obama factor is helping to not only push the markets higher, but making certain sectors inviting for investors, Jim Cramer told viewers of his "Mad Money" TV show Wednesday.

On the heels of Obama's infrastructure initiative, Cramer said strength was clearly visible in such names as

Jacobs Engineering

(JEC) - Get Report

,

AECOM

(ACM) - Get Report

,

Nucor

(NUE) - Get Report

and

US Steel

(X) - Get Report

.

He also said companies like

Freeport McMoran

(FCX) - Get Report

, a company which he owns for his charitable trust

Action Alerts PLUS, along with

Joy Global

(JOYG)

and

Caterpillar

(CAT) - Get Report

should also do well.

In the agriculture sector, Cramer said names like

Deere & Co.

(DE) - Get Report

, another company which he owns for his charitable trust

Action Alerts PLUS,

Potash

(POT)

and

Mosaic

(MOS) - Get Report

should do well, given Obama's favorable stance on ethanol.

Cramer said with mortgage rates likely to hit 4%, he's also warming up to the homebuilders, including

KB Homes

(KBH) - Get Report

,

Toll Brothers

(TOL) - Get Report

and

Lennar

(LEN) - Get Report

.

Other sectors, such as the financials, alternative energy and even the drugs stocks, should also show some strength going forward. He mentioned

Goldman Sachs

(GS) - Get Report

, another Action Alerts Plus name,

Morgan Stanley

(MS) - Get Report

, another Action Alerts name,

First Solar

(FSLR) - Get Report

,

Trinity Industries

(TRN) - Get Report

Schering-Plough

(SGP)

and

Johnson & Johnson

(JNJ) - Get Report

, another Action Alerts Plus name, as the stocks to watch in those sectors.

"There's something for everyone in this market," said Cramer, "if you know where to look."

Cramer: Post Holiday Stock Specials

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A Matter of Choice

Different types of stocks appeal to different types of investors, Cramer told viewers.

He used

General Mills

(GIS) - Get Report

, another Action Alerts name, and

Joy Global

(JOYG)

, both of which reported earnings today, as the perfect example.

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Cramer said that while General Mills reported a better than expected quarter, the stock did nothing. Joy Global however, fell short of its estimates and the stock soared.

Cramer said that while amateur investors may just assume that General Mills, trading at 14 times earnings, is expensive and Joy Global, trading at just 7 times earnings, is cheap, there's a lot more to the story.

Cramer explained that the reason why these stocks trade differently boils down to one word, consistency. He said that while stocks of these two companies are very similar, with their 2.8% yields and stock buyback programs, General Mills has consistently met or beat expectations quarter after quarter. Joy Global, other the other hand, is a roller coaster, he said, with earnings high one quarter, disappointing the next.

Cramer said he's a fan of both companies, and called them some of the best run in their industries.

The decision of which to choose, he said, should come down to the individual investor. Investors looking to sleep soundly at night and not worry should consider the unexciting General Mills, while more active traders should opt for Joy Global and take advantage of the volatility to trade the stock.

Outrage of the Day

In this segment, Cramer revealed what he called the biggest Ponzi scheme ever, one even larger than that of accused hedge fund manager Bernie Madoff: the U.S. Social Security System.

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Our Social Security system fits the mold of a Ponzi scheme, said Cramer, with younger investors paying in for the benefit of older ones.

And with Social Security predicted to go bankrupt in 2042, Cramer said it's likely investors paying into the system now will lose a lot more than Madoff's alledged $50 billion.

Mad Mail

Cramer told a viewer that he still prefers

Nordic American Tanker

(NAT) - Get Report

over rival

Diana Shipping

(DSX) - Get Report

due to the company's superior cash flow position.

Am I Diversified?

Cramer played "Am I Diversified" with callers to see if their portfolios have what it takes. The first caller's portfolio included

Alcoa

(AA) - Get Report

,

Genco Shipping

(GNK) - Get Report

,

Redhat

(RHT) - Get Report

,

Deluxe

(DLX) - Get Report

and

Oracle

(ORCL) - Get Report

.

Cramer said Red Hat and Oracle were two software companies and recommended selling Red Hat.

The second caller's top holdings included

Philip Morris

(PM) - Get Report

,

Altria

(MO) - Get Report

,

Center Point Energy

(CNP) - Get Report

,

Nordic American Tanker

(NAT) - Get Report

and

Verizon

(VZ) - Get Report

.

Cramer flagged Philip Morris and Altria, which used to be one company, as now two of a kind despite their different markets, and recommended selling Philip Morris.

The third caller had

Citigroup

(C) - Get Report

,

Windstream

(WIN) - Get Report

,

Ford

(F) - Get Report

,

Caterpillar

(CAT) - Get Report

and

Clean Energy

(CLNE) - Get Report

as his top five stocks.

Cramer called this portfolio an example of terrific diversification.

Lightning Round

Cramer was bullish on

JPMorgan Chase

(JPM) - Get Report

,

Anadarko Petroleum

(APC) - Get Report

,

Colgate-Palmolive

(CL) - Get Report

and

Wal-Mart

(WMT) - Get Report

.

He was bearish on

Tyson Foods

(TSN) - Get Report

,

Chesapeake Energy

(CHK) - Get Report

,

Whirlpool

(WHR) - Get Report

and

World Wrestling Entertainment

(WWE) - Get Report

.

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.

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.

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At the time of publication, Cramer was long Freeport McMoRan, Johnson & Johnson, Deere, Goldman Sachs, General Mills and Altria.

Jim Cramer, host of the CNBC television program "Mad Money," is a Markets Commentator for TheStreet.com, Inc., and CNBC, and a director and co-founder of TheStreet.com. All opinions expressed by Mr. Cramer on "Mad Money" are his own and do not reflect the opinions of TheStreet.com or its affiliates, or CNBC, NBC UNIVERSAL or their parent company or affiliates. Mr. Cramer's opinions are based upon information he considers to be reliable, but neither TheStreet.com, nor CNBC, nor either of their affiliates and/or subsidiaries warrant its completeness or accuracy, and it should not be relied upon as such. Mr. Cramer's statements are based on his opinions at the time statements are made, and are subject to change without notice. No part of Mr. Cramer's compensation from CNBC or TheStreet.com is related to the specific opinions expressed by him on "Mad Money."

None of the information contained in "Mad Money" constitutes a recommendation by Mr. Cramer, TheStreet.com or CNBC that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. You must make your own independent decisions regarding any security, portfolio of securities, transaction, or investment strategy mentioned on the program. Mr. Cramer's past results are not necessarily indicative of future performance. Neither Mr. Cramer, nor TheStreet.com, nor CNBC guarantees any specific outcome or profit, and you should be aware of the real risk of loss in following any strategy or investments discussed on the program. The strategy or investments discussed may fluctuate in price or value and you may get back less than you invested. Before acting on any information contained in the program, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from your own financial or investment adviser.

Some of the stocks mentioned by Mr. Cramer on "Mad Money" are held in Mr. Cramer's Action Alerts PLUS Portfolio. When that is the case, appropriate disclosure is made on the program and in the "Mad Money" recap available on TheStreet.com. The Action Alerts PLUS Portfolio contains all of Mr. Cramer's personal investments in publicly-traded equity securities only, and does not include any mutual fund holdings or other institutionally managed assets, private equity investments, or his holdings in TheStreet.com, Inc. Since March 2005, the Action Alerts PLUS Portfolio has been held by a Trust, the realized profits from which have been pledged to charity. Mr. Cramer retains full investment discretion with respect to all securities contained in the Trust. Mr. Cramer is subject to certain trading restrictions, and must hold all securities in the Action Alerts PLUS Portfolio for at least one month, and is not permitted to buy or sell any security he has spoken about on television or on his radio program for five days following the broadcast.