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) -- Investors need to believe in something and show the confidence to stick with those beliefs no matter how the markets may gyrate, Jim Cramer said on the

"Mad Money"

on Monday.

He said investors must have conviction and then outlined a few long-term trends that investors should cling to for the next several years.

Cramer said he always values flexibility and bring opportunistic in with stocks, but without a world view, a long-term picture of the world, it's just too easy for investors to get shaken out when the next big market correction is upon us. That's why these long-term themes are so important. Investors can use them for years to come.

Theme No. 1: the Global Food Shortage

Cramer said the world's insatiable need for more and better food is not going away anytime soon. Whether it's producing enough grains to feed the world or keeping up with the world's rising middle class that's clamoring for more chicken and steak, it's pretty clear that farming is going to be good business for awhile.

Cramer said the formula for playing the global food shortage is an easy one. Food prices are up, farmers have more money. When farmers have more money, the buy more equipment and plant more seeds. That means stocks like

John Deere

(DE) - Get Deere & Company Report

, a stock which Cramer owns for his charitable trust,

Action Alerts PLUS. and fertilizer giant



are perfect stock picks for the long haul.

Theme No. 2: the Global Energy Shortage

Just like the world needs more food, it's also clearly apparent to anyone who's filled a gas tank recently that the world also needs more energy. With the rising global middle class seeking more and more electricity for their homes, Cramer said investors need to avoid focusing on a single fuel or technology and instead focus in another direction.

Cramer said more important than whether governments subsidize things like solar energy is saving the energy we already produce. One way that's done is with better heating, ventilation and air conditioning systems from companies like

Ingersoll Rand

(IR) - Get Ingersoll-Rand Plc (IR) Report


Johnson Controls

(JCI) - Get Johnson Controls International plc (JCI) Report



(WSO) - Get Watsco, Inc. Report

. With ever increasing energy efficiency standards around the globe, these companies have a bright future.

Another company on the leading edge of saving energy is


(HON) - Get Honeywell International Inc. (HON) Report

. This diversified industrial player is a leader in automation and control systems that could cut U.S. energy consumption by 20% to 25%.

Others in the energy saving space are

Emerson Electric

(EMR) - Get Emerson Electric Co. Report

, another Action Alerts PLUS name, and


(ETN) - Get Eaton Corp. Plc Report

. Eaton's lighting control systems could shave another 10% to 30% off of energy bills, while Emerson's data center business is helping large computer data centers cut their energy usage by almost 40%.

Theme No. 3: Homeland Security

Cramer's third long-term theme was that of homeland security. He said sadly the threat of terrorism is will be with us for a long time, so we might as well make some money off this enormous defense theme.

Among Cramer's picks in this space were

American Science and Engineering


, a company that makes X-ray scanners to detect explosives including mobile scanners used in Afghanistan.

Also on Cramer's wish list are


(FTNT) - Get Fortinet, Inc. (FTNT) Report

, a network security play and


(VRNT) - Get Verint Systems Inc. Report

, a company that makes software used by law enforcement to analyze digital communications.

Cramer also gave the nod to

NICE Systems

(NICE) - Get NICE Ltd Sponsored ADR Report

, an Israeli company that makes high quality analytics software for video surveillance. Using NICE software, companies or government agencies can automate such arduous tasks as watching for unattended bags in airports or bus stations.

Cramer said the bottom line when it comes to homeland security is that counter-terrorism and network security are big businesses that aren't going away anytime soon. He told investors that these stocks are for the long term, and they shouldn't chase them higher in the open market.

Theme No. 4: Healthy Eating

With over two-thirds of all Americans being overweight and nearly half of them obese, any company that can deliver high-quality food that's delicious and healthy will be in the sweet spot, Cramer said.

According to Cramer, there are a lot of great companies in this space, including

Whole Foods

( WFMI),

TheStreet Recommends

Hain Celestial

(HAIN) - Get Hain Celestial Group, Inc. Report


Panera Bread


, but one of his absolute favorites remains

Chipotle Mexican Grill

(CMG) - Get Chipotle Mexican Grill, Inc. Report


Cramer said the analysts on Wall Street have a hard time discerning a Whole Foods from a



or a Chipotle from a


(MCD) - Get McDonald's Corporation (MCD) Report

, but the fact remains that places that teach people how to eat better are in a class by themselves.

In the case of Chipotle, Cramer said the company's "food with integrity" motto has caught on, which is why customers are willing to pay up for the company's burritos, which are not only tasty, but also healthy.

In the case of Whole Foods and Hain Celestial, Cramer said these two companies have essentially become a healthy food "seal of approval" for consumers. Panera Bread has become another place to get fresh, healthy food, and consumers have taken notice in droves, he said.

Cramer said investors should be willing to pay up for brands like Chipotle, Hain and Panera because they stand for something so much more than just a restaurant or a brand at the grocery store. He said these companies all need to be on investors' long-term shopping list.

Theme No. 5: Precious Metals

Cramer's said it a thousand times: No portfolio is complete without some exposure to gold. He said gold is one of the easiest stories to understand.

Cramer said in a nutshell, it's getting harder and harder to find the shiny stuff at a time when the world is demanding more and more of it. Whether it's the rising middle class wanting to show off their new found wealth, or governments stockpiling the precious metal as a hedge against their devaluing currencies, gold, along with other metals, can easily justify their record-setting prices.

Cramer said gold is an asset class in and of itself, and its increasing scarcity makes it a safe investment for every portfolio.

Cramer once again reminded viewers that there are many ways to invest in gold, from gold bars and bullion, to coins and jewelry, to ETFs like the

SPDR Gold Shares

(GLD) - Get SPDR Gold Trust Report

to the gold mining stocks themselves. Of the latter, Cramer gave the nod to



, along with

Barrick Gold



International Tower Hill Mines

(THM) - Get International Tower Hill Mines Ltd. Report



(NG) - Get Novagold Resources Inc Report


Cramer said like the homeland security stocks, there's no need to rush into the gold stocks. Cramer said he would be a buyer on any pullback or weakness in any of these names.

In his conclusion, Cramer said investors don't have to agree with all of the theme's he outlined in today's show. He said what's important is that investors believe in something long-term, and have the conviction to see it through the next time the market sells off. He said if investors are patient and calculating, his shopping list of long-term themes will serve them well.

--Written by Scott Rutt in Washington, D.C.

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Scott Rutt


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At the time of publication, Cramer was long John Deere, Potash.

Jim Cramer, host of the CNBC television program "Mad Money," is a Markets Commentator for, Inc., and CNBC, and a director and co-founder of All opinions expressed by Mr. Cramer on "Mad Money" are his own and do not reflect the opinions of 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, 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 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, 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, 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 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, 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.