"RealMoney" Radio received its usual slew of callers Monday, and Jim Cramer told the first listener to hang onto Fluor ( FLR), which peaked along with other infrastructure plays as the Federal Reserve took rates higher. But the sector is at the beginning of a major turn, he said, because we need more power plants, more clean coal plants, more nuclear power plants and more refineries. He said he would buy some of his position before the earnings report, but not the entire amount, because stocks are so volatile when they report their earnings. Cramer said he has been in love with the infrastructure sector. Even though the stocks have been down, he said there are still good buys. He likes Foster Wheeler ( FWLT), ABB ( ABB) and URS ( URS) because they have great fundamentals. Cramer owns all three stocks for his charitable trust, Action Alerts PLUS However, he said that if you buy them immediately, you could get hurt in the near term. He told a caller to stay away from Montpelier Re ( MRH), because it has not had a chance to rebuild capital lost on last year's devastating hurricanes. He would rather be in Allstate ( ALL), which has stopped writing in the most dangerous parts of the country and offers a 2.5% yield. Textron ( TXT) is on fire, Cramer said. He believes that it had a "beautiful" quarter and that its main businesses should see organic growth. Finally, he said that BHP Billiton ( BHP) has had a good run, but that he would exit the stock. Commodities will see some more downside, he said, even though he ultimately believes that the company is a good long-term story. To see the most recent edition of The RealMoney Radio Recap in its entirety, please click here. This recap is published every day around 3 p.m. ET.