Nothing is more important to the market than the non-farm payroll numbers, Jim Cramer reminded his Mad Money viewers Monday. That's why in the absence of more trade rhetoric from Washington, stocks were able to extend Friday's gains and continue their long march higher.

Among the sectors on the move were the industrials, with Caterpillar (CAT) - Get Report able to tack on some gains, despite being down 10% for the year over trade worries. Cramer said he's still a fan of United Rentals (URI) - Get Report , which has zero China exposure and was up 3.7% on the day. Other industrial picks included Emerson (EMR) - Get Report , United Technologies and 3M (MMM) - Get Report , an Action Alerts PLUS holding.

Aerospace was also able to rally today, with Boeing (BA) - Get Report once again proving that China needs it more than it needs China. Cramer said he would also consider General Electric (GE) - Get Report , which he talked about in depth on Friday.

Today's rally also saw strength in the transports, with FedEx (FDX) - Get Report up 2.9%. Cramer said he prefers UPS (UPS) - Get Report for its strong dividend.

Finally, Cramer said shares of Wynn Resorts (WYNN) - Get Report have become way too cheap over worries about its Macau casinos, and the financials should also be on investors' buy list, with Citigroup (C) - Get Report being his favorite.

Cramer and the AAP team are balancing near-term expectations as we head into earnings season by trimming Eli Lilly (LLY) - Get Report on strength. Find out what they're telling their investment club members and get in on the conversation with a free trial subscription to Action Alerts PLUS.

Fixing StitchFix 

Cramer said he doesn't always get it right. That was the case with his recommendation in November to avoid StitchFix (SFIX) - Get Report  $22 a share. At the time, Cramer said the "apparel as a service" company seemed too risky. For awhile, it seems he was right, as shares slipped to $18 by June. But then the company stunned Wall Street with a six-cents-a-share earnings beat that sent shares over $31.

Cramer reiterated that he thinks StitchFix is a well-executed concept, one that is only getting better as the company gathers more data on its customers and what fashions they prefer. With a 29% rise in revenues and 2.7 million active customers, the StitchFix is clearly doing something right.

The question remains on the stock's valuation. Shares trade at 110 times earnings, which seems outrageous, but is actually in line for a company that is barely profitable. Cramer said price-to-sales is a better metric to value StitchFix by, and using that metric, shares trade for 2.2 times next year's estimates, which is a bargain compared to other fresh IPOs that trade for five, six or even seven times sales.

Cramer said he wouldn't chase the stock high, but would be a buyer under $30 a share, considering any weakness a gift.

Over on Real Money, Cramer says the thirst for anything domestic is so overwhelming that you can see why investors like the real estate investment trusts and utilities. Get more of his insights with a free trial subscription to Real Money.

Executive Decision: MongoDB 

For his "Executive Decision" segment, Cramer sat down for the first time with David Ittycheria, president and CEO of MongoDB (MDB) - Get Report , the database software provider which recently reported inline earnings with 49% revenue growth.

Ittycheria said that software is disrupting just about every industry and databases are the lifeblood of every company. Databases are where companies store, process and analyze data and they simply cannot afford to be stuck with legacy systems, some of which were designed 40 years ago.

MongoDB currently has customers including banks, telcos and media companies, as well as up and coming industries like cryptocurrencies -- all of which are looking for technologies that can scale to meet today's and tomorrow's needs.

Ittycheria said that MongoDB's biggest challenge is reach, which is why they've partnered with IBM (IBM) - Get Report to help gain access to thousands of customers that they wouldn't have otherwise been able to speak to.

Cramer reiterated his buy recommendation of MongoDB, even with the stock's 70% gain since he first got behind it in October. 

Ready to Play and Win 

Now that Toys R Us has closed its doors for good, is it finally time to buy some shares of Hasbro (HAS) - Get Report ? Cramer said if the bankruptcy of Sports Authority in 2016 taught us anything, the answer is likely "yes!"

Cramer explained that when Sports Authority liquidated, it sent shockwaves in the athletic apparel space and sent shares of Nike (NKE) - Get Report tumbling for almost a year. But once the industry worked through the excess inventory, Nike soared over 50% from its lows.

Hasbro is now in a similar situation, Cramer said, with shares off 17% from their highs. The company just reported a 15.7% decline in revenues, down from a 10% gain prior to the Toys R Us announcement. But once the inventory situation is remedied, Hasbro remains a compelling story with great brands including toys for Marvel and Star Wars franchises. The demand for toys remains the same, Cramer reminded viewers, there's just one fewer player to fill it.

Hasbro is also benefiting from weakness at rival Mattel (MAT) - Get Report and Hasbro's previously announced $500 million share buyback.

Lightning Round 

In the Lightning Round, Cramer was bullish on Prudential (PRU) - Get Report , (CRM) - Get Report , Editas Medicine (EDIT) - Get Report , Home Depot (HD) - Get Report , SolarEdge Technologies (SEDG) - Get Report , RPM International (RPM) - Get Report , Southwest Airlines (LUV) - Get Report , Randgold Resources (GOLD) - Get Report , Celgene (CELG) - Get Report and BB&T Bank (BBT) - Get Report .

Cramer was bearish on Smartsheet (SMAR) - Get Report and Kirkland Lake (KL) - Get Report .

No-Huddle Offense 

In his "No-Huddle Offense" segment, Cramer admitted this stock market just keeps doing the impossible. Even with strong job growth, we're seeing strength in defensive stocks, like drugmakers, REITs, healthcare and utilities. That's just not supposed to happen. These are the stocks people buy when the economy is slowing and we're heading towards recession.

But so far, we've seen no evidence whatsoever that the economy is slowing, even with the Federal Reserve raising interest rates and President Trump upsetting global trade. Our manufacturing sector continues to grow, while our new economy, including data centers, keeps growing as well.

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At the time of publication, Cramer's Action Alerts PLUS had a position in LLY, EMR, MMM, C, CRM.