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NEW YORK ( TheStreet) -- 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) in the mortgage insurance space. Oil was Cramer's second market sweet spot, with EOG Resources ( EOG) still his favorite pick in that group. He also blessed Ensco ( ESV), a stock he owns for his charitable trust,