'Stop Trading!': Good Stories Survive

"When you look at Apple(AAPL Quote)," said Jim Cramer on CNBC's "Stop Trading!" segment on Monday, "it's a reminder that the good stories don't stay down."

Apple was "barely down at the ugly opening," he said, and Research In Motion(RIMM Quote) is "barely stopping."

As for defense stocks, he said that people assumed Obama would "put the wood to the defense contractors" but that that hasn't been the case. Lockheed Martin(LMT Quote) and General Dynamics(GD Quote) are both rallying today.

"People are saying, 'This group is so oversold, I want to be in it,'" said Cramer.