Cramer's 'Stop Trading!': Bristol-Myers

NEW YORK (TheStreet) -- "This is one of these markets where you're finally seeing money come in," said Jim Cramer on CNBC's "Stop Trading!" on Monday. "It's the beginning of the movement for the public into the stock market."

Cramer said that up till now "the retail investor hasn't touched this market at all."

He pointed to Merck(MRK Quote) and Boeing(BA Quote), which he said are both "flying" in spite of "so much negative news" over the past few days. He said he's "very pro-Boeing" and has been recommending it on his "Mad Money" show, noting that with its dividend "you get paid to wait."

Cramer said he also likes Intel(INTC Quote). "You can't have a Dell(DELL Quote) upgrade without thinking good things about Intel," he said. "You can't have Microsoft(MSFT Quote) do well without Intel doing well."

He said Intel "was waiting to get through the settlement with AMD(AMD Quote), and that the "regular dividend-increaser" is "putting up a sign that says, 'Listen, you don't understand how good things are.'"

Finally, he gave a nod to Bristol-Myers Squibb(BMY Quote), which he owns for his Action Alerts PLUS charitable trust and whose Mead Johnson(MJN Quote) split-off should bring in some cash, he said.

He named Exelsis(EXEL Quote), Allos Therapeutics(ALTH Quote) and Immunogen(IMGN Quote) as potential targets for Bristol, all of which "would increase its cancer franchise."

He said CEO James Cornelius is "fabulous" and operates under the "string of pearls philosophy" of small acquisitions. "Cornelius is money in the bank," Cramer said.

-- Written by Rebecca Corvino in New York.