Jim Cramer's 'Stop Trading!': Buy Toy Stocks

Toy companies are a great value here, Jim Cramer said on CNBC's "Stop Trading!" segment Monday.

Looking at Mattel (MAT Quote), Hasbro (HAS Quote) and Jakks Pacific (JAKK Quote), Cramer said, "This group is dirt cheap." Cramer pointed out that Hasbro is buying back a lot of stock, and said that Jakks is the cheapest on a momentum basis.

Referring to the headlines made over lead paint found in China-made Mattel toys, Cramer jokingly lauded Hasbro's business model. "What a great business. You gotta buy them -- their toys didn't kill anybody!"

For the energy market, Cramer recommended natural gas. "This is so the fuel of the future." He dismissed industry observers' claims that the fuel is unreliable, concluding, "This is a great play when oil gets to $100." He recommended XTO Energy (XTO Quote), Apache (APA Quote), Devon (DVN Quote), and Anadarko (APC Quote) as plays on the sector.

Cramer reiterated his recommendation of Cleveland Cliffs (CLF Quote), reminding viewers, "I started with you at $77. I am still on the case, because it's an independent ... company that can't stay independent."

Of the agriculture boom, Cramer said he would sell the stocks after their upcoming trading move up. "They're too expensive," he said. He recommended viewers listen to Agco's (AG Quote) recent conference call.