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) -- The markets headed higher Monday ahead of the


's meeting


Dow Jones Industrial Average

gained 45.19, or 0.42%, to 10,698.75, while the

S&P 500

added 6.15, or 0.55%, to 1,127.79. The


rose 17.22, or 0.75%, to 2,305.69.

Guy Adami said some stocks like

Becton Dickinson

(BDX) - Get Becton Dickinson and Company Report

were working today on a light-volume day, while some bank stocks like

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Bank of America

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were struggling.

Tim Seymour said the markets were mixed, with strength in Asian exports and German factory orders being offset by Goldman Sach's downgrading of the S&P's earnings and outlook. He said investors want to be in companies like

Rio Tinto

( RTP) that have dealt with their operational leverage and brought down their debt loads.

Melissa Lee, the moderator of the show, wondered dividend-paying stocks, which Goldman emphasized in its report, will be the place to be for the remainder of the year. Brian Kelly said that's been his strategy, noting he's bought


(INTC) - Get Intel Corporation Report

for the dividend.

Karen Finerman said the only aspect that makes her uncomfortable about dividend-paying stocks is the uncertainty of the tax situation as to whether the Bush tax cuts will be extended.

Seymour said he wants the Fed to say Tuesday it supports those companies with operational leverage.

Joe Lavorgna, a Deutsche Bank economist, said he didn't think the Fed is going to do anything Tuesday. He said it will probably issue a statement saying the growth outlook is a little bit worse while financial conditions are better and will sustain the economy for the rest of the year.

Adami said every indication of the VIX, which is at around 23, is that the markets want to go higher.

Lee noted that

Research In Motion

( RIMM) moved higher today on word that it was resolving its security ban issues with Saudi regulators.

Finerman said she was looking beyond the ban issue to the launch of the BlackBerry Torch. William Power, an analyst with Robert Baird, said his firm should have some data next week on sales. He said the real threat for RIM remains the success Google is having with Android-based devices.

Shifting to the global grain crisis, Dennis Gartman expects the wheat rally will last quite a while and benefit U.S. farmers for several years. "It's just the beginning."

He said U.S. agricultural crops are getting better compared to those of the rest of the world. He said companies liked


(K) - Get Kellogg Company Report


General Mills

(GIS) - Get General Mills Inc. Report

should fare well with input costs because they are good in hedging.

He said he was surprised at

Archer-Daniels Midland


(ADM) - Get Archer-Daniels-Midland Company Report

run given it is an ethanol producer. He said he would rather go with


(BG) - Get Bunge Limited Report



(ANDE) - Get The Andersons Inc. Report

Daniels .


(HPQ) - Get HP Inc. Report

shares were pounded today following the resignation of Mark Hurd as CEO. Michael Holt, of Morningstar, said the stock is at a great entry point for investors for a company with good long-term fundamentals.

He said the company will search for the best candidate and not be bound by artificial deadlines. He said it will cast a wide net for a person like Hurd who can drive down costs and integrate businesses.

The U.S. Commodity Index ETF starts trading Tuesday on the New York Stock Exchange. Kurt Nelson, a partner with Summerhaven Invesment Management, said the index is set up to track 14 commodities monthly. The selected pool will come from a pool of 27 that are chosen for having the lowest inventories.

He said his firm relies on a statistical analysts to find commodities offering the best returns.

On the eve of

Walt Disney


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earnings, David Bank, an analyst with RBC Capital, said he expects a strong report. He said Disney is the best content company there is and extremely adept at moving that content across platforms. He said the issue in the earnings is whether Disney can report enough of an increase to surprise the Street.

Lee brought in Eamon Javers, an author, to comment on the inner workings of corporate espionage. He said companies like


(NSRGY) - Get Nestle SA ADR Report

hired a spy firm of former Secret Service officers to spy on Mars' lobbyist operation in 1997. He said the campaign involved cracking phone records, look through dumpsters for documents and listening in on executives after work.

In the final trades, Seymour said to take some profits in

Net Communications


. Adami said H-P sets up nicely for a trade, with $41.95 as a reference point, while Finerman liked trading in the October 70 - 75 call spread in


( GENZ). Kelly liked Anderson.

-- Written by David Tong in San Francisco

To watch replays of Cramer's video segments, visit the Mad Money page onCNBC


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