On Friday's "Mad Money" show, Cramer said that the recession is not over and once again recommended sticking with proven leaders, focusing on banks, oils, tech and aerospace.

Specifically, Cramer recommended

JPMorgan

(JPM) - Get Report

and

ConocoPhillips

(COP) - Get Report

, both of which he owns for his

Action Alerts PLUS

charitable trust, as well as

Apple

(AAPL) - Get Report

and

Boeing

(BA) - Get Report

.

On Monday, JPMorgan added 84 cents, or 2.4%, to close at $35.39; Conoco inched up 2 cents to close at $45.02; Apple slid 82 cents, or 0.6%, to $143.85; and Boeing closed up 18 cents at $52.83.

Cramer also suggested several additional ways to play the tech rally, including

Google

(GOOG) - Get Report

and speculative stock

Tessera

(TSRA)

.

On Monday, Google lost $5.55, or 1.3%, to close at $438.77, and Tessera closed down 77 cents, or 2.9%, at $26.26.

His "speculative stock of the year," though, was

Sallie Mae

(SLM) - Get Report

. He said the stock is too low and said that it could double.

On Monday, Sallie Mae closed up $1.32, or 20%, at $7.93.

At the time of publication, Cramer was long JPMorgan and ConocoPhillips.

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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