Buy Diana Shipping ( DSX), Jim Cramer said Monday on CNBC's Stop Trading! segment. Cramer said the company is a great play on the rise of worldwide shipping, as measured by the huge Baltic Dry Index. Cramer is less taken with Kellogg ( K) and General Mills ( GIS), after Kellogg's earnings miss Monday. Cramer said he would sell both stocks because of inflation worries. Cramer likes Cleveland-Cliffs ( CLF), saying it's a good integrated steel play -- it mines iron ore and other minerals -- that could be worth 50% above its recent $100 a share in a buyout. Cramer said Merrill Lynch ( MER) chief Stanley O'Neal has to go and shouldn't get a big severance package after the bank's huge writedown last week. Cramer said O'Neal's bungling ruined the bonus pool for the firm's brokers and others -- so why should the CEO walk away with $159 million, as is reportedly due him?