Commercial construction names like


(ETN) - Get Report

are ready to roll higher, Jim Cramer said Monday on


"Stop Trading!"

Cramer lauded Cleveland-based Eaton, up 6% at midafternoon, for Monday's "amazing quarter." He said other low-profile diversified manufacturers and suppliers such as


(GWW) - Get Report



(GGG) - Get Report


Parker Hannifin

(PH) - Get Report

also look attractive here, given the flood of money into the commercial construction business.

Cramer said the one downside of Eaton's bullish call on Monday is that now the question with the


isn't how soon it will ease rates but whether it will again have to raise rates.

Cramer also shrugged off


(XOM) - Get Report

comment that it will hold exploration capital spending steady in the next couple years. Cramer said that comment is actually hugely bullish for oil drillers, given that Exxon has said it expects oil prices to drop. As a result, he said, he had expected the company to trim its capital spending budget.

"This was amazing," he said, calling Exxon "the least levered to oil" among the big oil companies.

At the time of publication, Cramer had no positions in stocks mentioned.

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