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) -- Stick with the themes that are working, Jim Cramer said Tuesday on

"Mad Money."

Cramer said the "sell in May" crowd has been totally wrong, and his latest top-five, big-market themes prove it.

Cramer said housing remains the biggest sweet spot for the markets and he likes the upcoming IPO on

William Lyons Homes

as well as

Radian Group

(RDN) - Get Report

in the mortgage insurance space.

Oil was Cramer's second market sweet spot, with

EOG Resources

(EOG) - Get Report

still his favorite pick in that group. He also blessed



, a stock he owns for his charitable trust,

Action Alerts PLUS.

Next up were the airlines, with the lack of competition and stable fuel prices helping to aid that sector. Cramer said

US Airways


remains his top pick in this red-hot sector.

Fourth on the hot list is biotech, with Cramer's favorite "four horsemen" of


(CELG) - Get Report


Gilead Sciences

(GILD) - Get Report


Biogen Idec

(BIIB) - Get Report



(REGN) - Get Report

, leading that sector to new heights. He also once again mentioned

Quintiles Transnational


as a new favorite in the group.

Finally, there's cloud computing and mobile devices. Cramer said this sector is led by


(NFLX) - Get Report

, a company that, despite 20% of its shares being sold short, continues to rocket to new highs.

Cramer said investors who pick from any of these groups will be handsomely rewarded.

Executive Decision: Nick Debenedictis

In the "Executive Decision" segment, Cramer sat down with Nick Debenedictis, chairman, president and CEO of

Aqua America

(WTR) - Get Report

, the water company that just increased its dividend by 9% to a 2.3% yield after delivering another strong quarter.

Debenedictis said that when it comes to value, Aqua America still provides some of the least expensive water available. He said his company is expanding into providing water for the energy industry but there is still lots of potential in its core business of privatizing water delivery for local municipalities. Debenedictis noted that while some states have proven to be more progressive in this area, for many municipalities keeping up with Environmental Protection Agency regulations is proving to be a losing battle.

Aqua America is also leading the charge in being green, noted Debenedictis, who said three of the company's plants have converted to solar power. He said that for long-term investments like water, solar is cheaper than any other alternative. Aqua America is also working on converting all of its vehicles to use compressed natural gas, another cost-saving and eco-friendly move.

When asked about growth, Debenedictis said Aqua America is still investing heavily in infrastructure and will spend over $330 million this year, making it one of the largest buyers of pipes in the country.

Cramer said Aqua America continues to deliver on all fronts -- growth and dividends -- for its shareholders.

What's Driving Tesla?

So what's the real reason that shares of

Tesla Motors

(TSLA) - Get Report

have been able to rally over 49% in just a single week? Is it the company's highly rated automobiles or its surprise earnings? Cramer said it's neither of those, but a simple market short squeeze.

Cramer said Tesla CEO Elon Musk did everything a CEO should do on the company's conference call to help combat the 40% of its shares that were sold short before its earnings. He said the company beat on earnings, beating even the "high man," the analyst with the highest earnings estimates. Then Tesla announced it's building more cars to meet demand and is making more money on each of those cars its producing.

But above all else, Cramer said Musk noted that Tesla is in strong financial shape and therefore won't be doing a secondary offering of stock anytime soon.

With so many fund managers betting against the stock, there was simply no place for all of them to hide when the mountain of positive news came out, Cramer explained. Given the fact that brokers retain the right to close out short positions anytime the supply of stock dwindles, many of those managers found their positions being closed at any price possible.

It's a classic short squeeze, Cramer explained. That's the only way a stock can be propelled that high, that fast.

Lightning Round

In the Lightning Round, Cramer was bullish on

Southern Company

(SO) - Get Report


Dominion Resources

(D) - Get Report


Duke Energy

(DUK) - Get Report





Opko Health

(OPK) - Get Report


Pinnacle Foods



Cramer was bearish on

PennyMac Mortgage

(PMT) - Get Report


Executive Decision: Maurice Taylor

In his second "Executive Decision" segment, Cramer sat down with Maurice Taylor, chairman and CEO of

Titan International

(TWI) - Get Report

, the agricultural tire company that delivered earnings 1 cent a share shy of expectations on revenue up 24% year over year.

Taylor said he remains upbeat on both Brazil and Russia because both of those countries have the land mass, the people and the desire to mechanize their farming industries. That compares to a country like China, he said, that despite its best efforts still only has three tractors per 1,000 farmers.

Taylor also spoke on the political state of affairs here in the U.S. He said our country is no longer controlled by people who take charge but by politicians who do nothing but talk and take no action. He said our country is full of hard-working, middle-class tradesmen and women who are eager to go to work and earn a living, yet our country gives favored nation status to countries like China and lets them do whatever they want.

When asked to name a country that's doing things right politically, Taylor named Switzerland as a small but efficient country that takes care of its labor force. No one beats America, however, once we get out of our own way, he concluded.

Cramer remains bullish on Titan.

Off the Charts

In the "Off The Charts" segment, Cramer went head to head with colleague Toni Hansen over the charts of

Atlas Pipeline



Enbridge Energy


, two oil pipeline MLPs with dividend yields of 6.1% and 7.2%, respectively.

According to Hansen's analysis, after two years of trading sideways the chart of Atlas now shows a classic cup and handle pattern, meaning a rally is close at hand. She indicated that once clear of the $40 resistance level, this stock should be off to $45 and even $50 a share. Atlas displayed a similar pattern between 2001 and 2003, she noted.

Enbridge Energy also displayed a similar pattern, with two waves of corrections that formed a bullish "W" pattern. She noted that this stock, too, is poised for a breakout to the upside and would be a buy above $30 a share.

Cramer said he agrees with Hansen's research, saying the the fundamentals in the oil and gas business in America remain strong.

To watch replays of Cramer's video segments, visit the Mad Money page on CNBC


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

To email Scott about this article, click here:

Scott Rutt

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At the time of publication, Cramer's Action Alerts PLUS had a position in ESV, PF.

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.