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Stocks discussed in the in-depth session of Jim Cramer’s Mad Money TV program, Tuesday May 29. Click on a stock ticker for more analysis:

Six Bulls: John Deere (DE), Monsanto (MON), Sociedad de Chemica (SQM), Caterpillar Inc. (CAT), Terex (TEX), Manitowoc (MTW), Foster Wheeler (FWLT), McDermott International (MDR), Jacobs Engineering (JEC), Boeing Co. (BA), Halliburton (HAL), Royal Dutch Shell (RDS-A), Exxon Mobil (XOM), Freeport McMoran (FCX), Lundin Mining (LMC)

Cramer dedicated the program to discussing six bull markets and recommending stock picks for each sector.

Agriculture: Cramer commented on a "disturbing" editorial in the New York Times which called for an end to agricultural subsidies, but he is confident the policy will never be enacted. Cramer calls Deere "money in the bank" and notes that it sells at 16x earnings and has a 12% growth rate. While Monsanto, which trades at 35 x earings "will never be cheap," Cramer says its 24% growth rate is worth the price at $60, and he would buy it up to $70. The Chilean fertilizer company, SQM, is the world's largest supplier of lithium which goes into batteries and will be in shorter supply as "the greening movement reaches its nauseating zenith."

Machinery While he confesses amazement that CAT is stalled, Cramer says it is "preposterously cheap" trading at 13x earnings with 12% growth. He adds CAT has great international exposure, will benefit from the collapse of its Japanese competitors, and is a solid infrastructure play. While he also likes TEX and MTW, Cramer thinks CAT is still best-of-breed.

Infrastructure: Cramer calls this the "wildest" bull market which will benefit from oil prices and the need to create alernative power plants and petroleum infrastructure. Even though Foster Wheeler and McDermott International have had "tremendous runs" Cramer notes FWLT sells at just 17x next years earnings with 34% growth, and MDR has 14% growth and sells at 17x earnings. He adds these stocks do not get enough coverage on Wall Street, and would buy them. Cramer gives Jacob's Engineering and honorable mention, although is more expensive than the other two.

Aerospace:Boeing is up only 10% when the rest of the sector has risen 22%, and Cramer comments, "It's a laggard. It should be leading." Boeing sells at 20x earnings and has 18% growth. He thinks the company has a good future given the health of the sector, its international business, and some "amazingly-terrible problems at AirBus."

Oil and Gas: After a run for this sector, it was down on Tuesday; "People are just thinking it's over, because oil is down 2 bucks," said Cramer and he expressed confidence that the sector would bounce back. In spite of its "giant" buyback, "robust" outlook for oil and gas and its international exposure, Cramer notes HAL is down 12% from last year. Cramer likes Royal Dutch Shell with 10x earnings, 8% sales growth, and a yield at nearly 4%. While Exxon Mobil was down on Tuesday, it is still "a go-name for big institutions."

Minerals: Cramer says rumors of full copper inventories are "nonsense," because the Chinese need more copper. He likes copper play FCX and says its gold is a good hedge against inflation. He notes the company sells at only 9x earnings, but he predicts a 12x multiple. Cramer added the quarter was not good due to strikes and the cost of its Phelps Dodge deal, but predicts it will benefit from copper demand. He also likes Lundin which he thinks will go from $12 to $15 on the Tenke Mining deal in late June.

Mad Mail: Apple (AAPL), GlobalSantaFe (GSF)

Cramer suggested leaving only a quarter of a position in Apple when iPhone is launched; "I do believe the stock will get its head handed to it the day that the stuff gets out." Cramer said there should be more takeovers in the oil sector, and identified GSF as an attractive target. He doesn't think private equity firms will notice that earnings in the sector are sustainable until the fall.

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Source: Jim Cramer's Mad Money In-Depth Stock Picks, May 29