Jim Cramer's 'Stop Trading!': Buy First Solar

Buy First Solar (FSLR Quote), Jim Cramer said on CNBC's "Stop Trading!" segment Monday.

Spain, the largest solar market in the world, recently elected a Socialist prime minister, which may bolster demand for solar power in the country. After considering two possible plays on the news, Yingli (YGE Quote) and Suntech (STP Quote), Cramer said to stick with his recommendation, First Solar. "I've been staying away from all high-multiple [solar companies]. They've been crushed."

Goldman Sachs analyst Adrianne Shapiro listed four retail stock picks in a report. J.C. Penney (JCP Quote), Nordstrom (JWN Quote), Kohl's (KSS Quote) and Macy's (M Quote) are on Goldman's buy list.

Calling Shapiro a "breath of fresh air," Cramer nevertheless said he had thought the four retailers were "the four horsemen of the apocalypse because they've killed so many people." ...