Buy Goodrich ( GR) and Precision Castparts ( PCP), Jim Cramer said Monday on CNBC's Stop Trading! segment. Cramer said the stocks are good plays on the coming infrastructure boom. He said he expects Goodrich to go to $86 from a recent $70 and Precision Castparts to $168 from $150. Cramer also said Citi ( C) scared the bears out of the market with a "flawed" but nonetheless important upgrade of homebuilders including Lennar ( LEN), Pulte ( PHM) and Centex ( CTX). Cramer said he'd steer away from common shares in any of these names but would consider their senior debt, which is "cheap," and might take a look at KB Homes ( KBH), whose balance sheet is in good shape.