, Jim Cramer said Monday on CNBC's Stop Trading! segment.
Cramer said the company is a great play on the rise of worldwide shipping, as measured by the huge Baltic Dry Index.
Cramer is less taken with
, after Kellogg's earnings miss Monday. Cramer said he would sell both stocks because of inflation worries.
, saying it's a good integrated steel play -- it mines iron ore and other minerals -- that could be worth 50% above its recent $100 a share in a buyout.
chief Stanley O'Neal has to go and shouldn't get a big severance package after the bank's huge writedown last week. Cramer said O'Neal's bungling ruined the bonus pool for the firm's brokers and others -- so why should the CEO walk away with $159 million, as is reportedly due him?
At the time of publication, Cramer had no positions in stocks mentioned.
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