Cramer's 'Stop Trading!': Bucyrus

"There were whole sections of Lowe's(LOW) that were not great at all," said Jim Cramer on Monday's "Stop Trading!" segment on CNBC.

He said the strong businesses for the company, which reported earnings on Monday, were gardening and painting. His "obvious" gardening play was Scotts Miracle-Gro(SMG), and as a play on painting, he recommended Sherwin-Williams(SHW).

He said he would've liked to be able to recommend a "broader range of companies" off of the conference call, including Masco(MAS), but he said that the company made it clear that its plumbing business was not doing well.

Cramer said that it looks like India's economy is being stimulated. "You see Bucyrus(BUCY) going up. You see Joy Global(JOYG), he said.

He said that bureaucratic confusion in India has stood in the way of such stocks but that if that comes to an end, then Bucyrus "would be the stock to own." As a comparison, he said that when China started stimulating its economy, it quickly gave Bucyrus a boost.

Cramer added that the reason for the market's strength on Monday is not just Lowe's but also Goldman Sachs' upgraded of Bank of America(BAC). "Whenever that stock is up, the correlation of a rally is almost one for one," he said.

"I think we can still rally," he said, even though we're entering a slower period. He thought it was "incredible that there could be so much negativity" last week.

He called Bank of America a "tremendously resilient" stock.

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