Cramer's 'Stop Trading!': First Solar

"First Solar(FSLR Quote) remains the only [solar] play that I want as oil goes higher," said Jim Cramer on Monday's "Stop Trading!" segment on CNBC, "because they make money when oil goes lower!"

He said that a lot of people call into his "Mad Money" show asking about solar stocks that they hope are going to benefit from oil, but First Solar is the only one he'll recommend. He said he's surprised it's not up.

Cramer offered another trade on the back of General Motors'(GM Quote) bankruptcy filing: Johnson Controls(JCI Quote), which he said is a "very well-run company."

Cramer said that Johnson Controls is a play on a turn in the auto industry. "I've been waiting for the auto industry to slow down," he said, to a point where people fill the risk is out.

Cramer said he wished Ford(F Quote) had been added to the Dow. "I'm just proud of them as a company," he said, "proud that they went through it. I think a lot of Americans are proud of Ford."

Finally, Cramer recommended Sears(SHLD Quote) as a play on "a return to the mall." He said that no one believes in the stock, but "they bought back a lot of stock" and the stock has been going up "pretty consistently." He call it "one of the best-acting retailers out there."