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NEW YORK ( TheStreet) -- Here's what Jim Cramer had to say on CNBC's "Squawk On The Street" Monday.
Cramer said that network equipment maker Cisco (CSCO - Get Report) remains a battleground, with some analysts expecting a great quarter and others expecting a weak one. We will know who's right when the company reports earnings later this week, he added.
Cramer was bullish on Tesoro (TSO - Get Report) on the heels of its deal with BP (BP). He said the company now "owns" the California oil refining market. Cramer was also upbeat on EOG Resources (EOG - Get Report), saying the company remains his favorite fast-growing U.S. oil company.Also in the positive camp, International Paper (IP - Get Report). Cramer said the company's price increases are sticking, possibly indicating that the world's economies aren't so bad. He was also bullish on dollar store chain Five Below (FIVE - Get Report), which came public at $17 a share and hasn't looked back. Finally, Cramer had nice words for Kimco Realty (KIM - Get Report), urging investors not to give up on real estate investment trusts on fears that Amazon.com (AMZN) is killing brick-and-mortar retail. He said that Kimco, a shopping center REIT, is doing great and its stock is only going higher. --Written by Scott Rutt in Washington, D.C. To contact the writer of this article, click here: Scott Rutt. To follow the writer on Twitter, go to http://twitter.com/scottrutt. To submit a news tip, send an email to: email@example.com.