Cramer's 'Stop Trading!': Buy Boeing

"I like Ford's(F Quote) chances here," said Jim Cramer on CNBCs "Stop Trading!" segment on Monday.

He said that even though the automaker's "up against two subsidized competitors," Chrysler and GM(GMGMQ Quote), he thinks it could "actually do pretty well."

He also sees a "great opportunity" in Boeing(BA Quote). "I would be buying Boeing this week ahead of the air show," he said.

Sallie Mae(SLM Quote) is Cramer's "speculative stock of the year," and he said he thinks "there's a chance for a double." It sells at 3.5 times earnings and has a good balance sheet, he said, and the company's "writing loans like mad," because colleges prefer to deal with Sallie Mae than with the government.

"SLM must be bought here," he said.

As for retail stocks, Cramer said investors "want to go with" the Kohls(KSS Quote), the J.C. Penneys(JCP Quote) and the Targets(TGT Quote). "Do not overthink this issue. Those are the ones that work," he said.

McDonald's(MCD Quote) has had a "tremendous wave up" and is experiencing "a little profit-taking," said Cramer. "If you think the dollar's going to get weaker, as I do, you want to own Boeing and you want to own McDonald's," he said. "Those are the two big-cap names to own."

He said that Best Buy(BBY Quote) is "a great stimulus play," as are Lowe's(LOW Quote) and Home Depot(HD Quote). The stimulus "is going to put money in people's pockets," he said, and the "money's going to go to retailers."