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(Updates from 10:49 a.m. ET with closing information.)
NEW YORK (TheStreet) -- Here's what Jim Cramer had to say on CNBC's "Squawk on the Street" Monday.
Deutsche Bank upgraded Time Warner Cable (TWC - Get Report) to buy from hold. Cramer said the analyst's reasoning of "it's more than likely not to be acquired by Charter Communications (CHTR)," had a shocking amount of uncertainty to it. TWC was unchanged at $123.15.
Barclays upgraded Occidental Petroleum (OXY) because it may break up its business segments, a move Cramer believes would add "$30 [per share] more." OXY rose 2.2% to $97.73.Cramer is taking a wait-and-see approach to Consol Energy (CNX - Get Report) despite Morgan Stanley's enthusiasm on the company's shift to natural gas from thermal coal. CNX was 3.1% higher at $37.76. Cramer called Sysco's (SYY - Get Report) better-than-expected earnings report a "nice surprise." "This could be the beginning of a big move," he said. SYY jumped 4.3% to $33.96. Lumber Liquidators (LL - Get Report) appears to be near breakout levels, Cramer said, with margins that are better than expected. LL rose 3.7% to $116.14. Piper Jaffray downgraded NetApp (NTAP - Get Report) to hold from buy because "there is a lot of government business here and NetApp will be hurt," Cramer said. He added that a lot of tech companies have been hit hard due to their exposure to the federal government. NTAP fell nearly 1% to $38.75. To sign up for Jim Cramer's free Booyah! newsletter, with all of his latest articles and videos, please click here. -- Written by Bret Kenwell in Petoskey, Mich. Follow @BretKenwell