Cramer's 'Stop Trading!': Buy Boeing

Jim Cramer name Boeing one of his two big-cap plays on a weaker dollar and recommended buying it ahead of the air show.
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"I like Ford's (F) - Get Report 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)

, he thinks it could "actually do pretty well."

He also sees a "great opportunity" in

Boeing

(BA) - Get Report

. "I would be buying Boeing this week ahead of the air show," he said.

Sallie Mae

(SLM) - Get Report

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) - Get Report

, the

J.C. Penneys

(JCP) - Get Report

and the

Targets

(TGT) - Get Report

. "Do not overthink this issue. Those are the ones that work," he said.

McDonald's

(MCD) - Get Report

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) - Get Report

is "a great stimulus play," as are

Lowe's

(LOW) - Get Report

and

Home Depot

(HD) - Get Report

. The stimulus "is going to put money in people's pockets," he said, and the "money's going to go to retailers."

At the time of publication, Cramer was long Home Depot.

Jim Cramer is a director and co-founder of TheStreet.com. He contributes daily market commentary for TheStreet.com's sites and serves as an adviser to the company's CEO. Outside contributing columnists for TheStreet.com and RealMoney.com, including Cramer, may, from time to time, write about stocks in which they have a position. In such cases, appropriate disclosure is made. To see his personal portfolio and find out what trades Cramer will make before he makes them, sign up for

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