Multinationals
Cramer also suggested keeping an eye on broad internationals, "companies like Boeing, as well as Honeywell, Eaton and Emerson."
"All are viewed as being companies that expanded rapidly around the globe, especially in Asia, and they've been roaring since the year began despite nothing research oriented that would make you feel all warm and fuzzy about the numbers."
"You can even consider Dell as part of this trend, yes, Dell, the big global enterprise services company that's been hurt by its rapid expansion overseas at a time when no one trusted overseas markets. Now the word is that Dell might go private and it would make all the sense in the world if international is indeed turning, because half of Dell's revenues come from overseas," said Cramer.
Cramer also suggested keeping tabs on big growth drug companies that have exposure to Europe.
"They are doing terrifically, too, chief among them Celgene and Allergan, which had been kept back by worries about European exposure last year."
And don't forget the auto makers.
"Both Ford and GM had been kept back by international headwinds. Now those are tailwinds and they're lifting the stocks well past what I had seen as resistance," said Cramer.
And finally Cramer said don't forget banks.
"Santander, the huge Spanish bank has been on a roll, and I think it can go much higher as Spain may not even ask for a bailout given the recent strength in their economy," said Cramer.
"Oh and get this, JPMorgan just this morning put Royal Bank of Scotland on its buy list. I thought those guys were turned into scotch salmon by now. Pass the lox, I'm a buyer."