Jim Cramer's Stop Trading! Buy Apple

Buy Apple (AAPL Quote), Boeing (BA Quote) and Deere (DE Quote), Jim Cramer said Monday on CNBC's "Stop Trading!" segment.

Cramer said the trends that took the market higher ahead of this earnings season -- Apple's fashion leadership, strong U.S. defense spending and a bull market in agricultural commodities -- are intact. Cramer said that as a result, he expects all three stocks to break out in coming months, because they still look cheap based on 2008 earnings estimates.

"It's off to the moon with Deere," Cramer said. He added that he believes next month's iPhone rollout will power Apple. "I'm trading in my Zanderphone," he said, referring to embattled Motorola (MOT Quote) chief Ed Zander.

Cramer also said he "wouldn't bet against anyone" in the metals sector, given how "fluid" the industry is lately. Cramer said Alcoa's (AA Quote) $27 billion bid for Alcan (AL Quote) could turn into a replay of last year's merger turnabout in the copper-and-nickel business, where Phelps Dodge quickly went from would-be buyer to big seller.

"Alcoa won't be public at this time next year," Cramer said, suggesting there could be "multiple buyers" for the aluminum giant and that Brazil's Rio Tinto (RTP Quote) could be one of them.

Cramer also likes Cleveland Cliffs (CLF Quote) off the Alcoa-Alcan action, saying the stock is "finally working" after years of holding steady. Cramer believes the iron miner is "a more likely buyout" than aluminum player Kaiser (KALU Quote).

Cramer warned that there's much hype about the start of uranium futures trading but said he would prefer playing the uranium craze through Mosaic (MOS Quote) as opposed to Cameco (CCJ Quote), because Mosaic has "the ag fallback."