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Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Tuesday August 23.

Deere (NYSE:DE), Potash (NYSE:POT), Honeywell (NYSE:HON), Eaton (NYSE:ETN), Emerson (NYSE:EMR), American Science and Engineering (NASDAQ:ASEI), Verint (NASDAQ:VRNT), Chipotle Mexican Grill (NYSE:CMG), Panera (NASDAQ:PNRA), Whole Foods (NASDAQ:WFM), Hain Celestial (NASDAQ:HAIN), SPDR Gold Trust (NYSEARCA:GLD), Goldcorp (NYSE:GG), Barrick Gold (NYSE:ABX), Novagold (NYSEMKT:NG), Nice Systems (NASDAQ:NICE)

Cramer formulated a shopping list of stocks levered to bull markets:

1. Agriculture: Deere (DE), Potash (POT)

2. Power management: Honeywell (HON), Eaton (ETN), Emerson (EMR)

3. Security: American Science and Engineering (ASEI), Verint (VRNT), Nice (NICE)

4. Food with integrity: Chipotle Mexican Grill (CMG), Panera Bread (PNRA), Whole Foods (WFM), Hain Celestial (HAIN)

5. Gold: physical gold, SPDR Gold Trust (GLD), Goldcorp (GG), Barrick (ABX), speculative play: Novagold (NG)

Cramer would buy any of these stocks on dips and would continue buying on the way down.

The Gold Story stocks mentioned: iShares Silver Trust ETF (NYSEARCA:SLV), International Tower Hill Mines (NYSEMKT:THM)

Even with gold's dizzying rise, it is still on the move upward and is in a multi-year bull market. In the last ten years, gold has outperformed every asset class. While some are worried about a gold bubble, the scarcity and high demand for the metal means it is bound to go higher. Gold is becoming a currency, not just a commodity, especially as central banks are buying the yellow metal, and currency is being printed and devalued at a rapid rate. Gold is a universal status symbol, and with the rise of the middle class in emerging markets, demand for gold jewelry should increase. The metal is a buy for September because of the Indian wedding season alone.

During the vicious inflation of the 1970s, gold shot up 1,000% for the decade, and present inflation concerns will power the price of the metal higher. Gold should be an integral part of every portfolio. Investors can buy bullion, which carries a storage fee, gold coins or the SPDR Gold Trust ETF. Miners are more risky, but Cramer likes GoldCorp, because of its low cost production and robust growth, Barrick Gold, and for more risk-averse investors, Novagold and International Tower Hill Mines (THM). The latter two are long-term speculative plays, since they have yet to fully develop their mines, but owning these two is like having a call option on the price of gold in the future.

The gold story is not ending soon, so there is no need to rush. Cramer would wait for a drop in gold to buy.

Cramer told a caller that he would invest in silver through the iShares Silver Trust ETF (SLV) rather than through individual stocks.

Food With Integrity

With two-thirds of Americans overweight and half of them obese, the demand for high-quality delicious food that is healthy is not going away. Chipotle Mexican Grill has adopted a "food with integrity" program that guarantees its ingredients are produced without harming the planet or animals. The restaurant chain serves 100% pure beef and its products are organic. Of course, these items carry a higher price tag than their fast food equivalents, but CMG's commitment to "food with integrity" inspires customer loyalty, and allows the company to pass on rising commodity costs, because customers are willing to pay up for CMG's offerings.

Whole Foods, Panera Bread and Hain Celestial, maker of Terra Chips, Celestial Seasonings teas, Soy Dream, and Earth's Best products are also buys on the bull market in healthy foods. WFM's shelves are stocked with Hain Celestial products, and Panera's breads and salads attract a loyal following. Analysts don't seem to understand the success of these companies, so they are often considered to be too expensive, even though their high multiples are well-deserved. Cramer would wait for a decline in any of these stocks before buying.

Speculative Security Plays

The bull market in security stocks is not going away, as spending for fighting terrorism is expected to double. Cramer warned that the following stocks are highly speculative and should be researched thoroughly before buying. Since they can trade wildly, he would approach them with care and wait for a decline before buying.

American Science and Engineering is a pure play on X-Rays that detect weapons. Its machines are protected by patents.

Verint produces software that is used by law enforcement officials and intelligence agencies.

Nice Systems is an Israeli company that produces high quality analytic software that can scan bags and intercept information.

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Source: Cramer's Mad Money - 5 Bull Markets That Are Not Going Away (8/23/11)