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NEW YORK (TheStreet) -- On CNBC's "Cramer's Stop Trading" segment, Jim Cramer took a look at several analyst calls. First up was Jefferies' recommendation of Manitowoc (MTW) - Get Manitowoc Company, Inc. Report and Terex  (TEX) - Get Terex Corporation Report  on the long side.

As a result of these buy recommendations, the stocks are up 3.5% and 4.1%, respectively. Cramer, the co-manager of the Action Alerts PLUS portfolio, also pointed out these two stocks have been under strong selling pressure in 2014. 

"These have been horrible stocks," he said, adding that analysts at Jefferies are making a bet that non-residential construction will improve moving forward. 


Terex Corp TEX and Manitowoc MTW data by YCharts

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Turning to refining stocks, Cramer noted that analysts at Goldman Sachs also recommended several stocks on the long side, including Marathon Oil (MRO) - Get Marathon Oil Corporation Report and Phillips 66 (PSX) - Get Phillips 66 Report . This group has had a great run, he said, and could be poised for more upside.

Gas prices fall along with crude oil prices, which generally leads to increased consumption. And that's good for refining companies. 

Cramer liked this call from Goldman, he said, adding that Marathon Oil is a "very, very good company" and that industry-wide consolidation is likely to take place. 

-- Written by Bret Kenwell 

Follow @BretKenwell

At the time of publication, Cramer's Action Alerts PLUS had no position in companies mentioned.