Cramer Sets Rules For New Bullish Market (BA, HON, LVS, WYNN, BUCY, JOYG, APD, ARG, CAT, DE, WHR, INTC, KO, PEP, ETP, WMT, FE, SYK, UA, LULU, DKS, LTD, PBCT, CHK, ARNA, CLNE)

On CNBC's Mad Money, Jim Cramer said that the new bullish market requires new rules. Cramer said that the first rule was to not fear the Democrats. He cited President Obama's pro-business agenda. Rule 2 is that banking uncertainty has declined. Cramer explained that the good news for banks globally is that the recent financial regulations in Europe will take years to take effect and several European banks have already raised a lot of capital. Cramer said that the third rule is that Europe is becoming more attractive, with the latest growth estimates being double of what was feared. This is good news for companies like Boeing BA and Honeywell HON. The forth rule, Jim said, was that China is all set for double digit GDP growth. This would be good for companies like Las Vegas Sands LVS, Wynn Resorts WYNN, Bucyrus BUCY and Joy Global JOYG. Cramer has not been in favor of the bid by Air Products & Chemicals APD for Airgas ARG. "Yes, we still make things in America," Cramer said, citing companies like heavy equipment maker Caterpillar CAT. Shares of CAT are at a 52-week high. Cramer also likes agriculture equipment maker John Deere DE. "Deere is the best run company in the agriculture universe... by far," Jim said. Cramer also likes Whirlpool WHR. Intel INTC is too low to be sold, Cramer said. Between Coca-Cola KO and Pepsico PEP, Cramer commented that both were good stocks, although KO has more upside from acquiring its bottlers. Between Energy Transfer Partners ETP and Kinder Morgan Energy Partners KMP, Cramer said he would choose Kinder Morgan. Jim Cramer added that Wal-Mart WMT could be bought through the employee purchase program. Cramer was bullish on FirstEnergy FE, Stryker SYK, Under Armour UA, Lululemon Athletica LULU, Dicks Sporting Goods DKS, Limited Brands LTD, People's Bank PBCT and Chesapeake Energy CHK. He was bearish on Arena Pharmaceuticals ARNA and Clean Energy Fuels CLNE. Read more on Jim's Views On Benzinga