Cramer's 'Stop Trading': Vale, Walter

NEW YORK ( TheStreet) -- Heading into first-quarter earnings season, Jim Cramer said during his 'Stop Trading!' segment on CNBC that corporate results will be "remarkable."

Banks in particular will post strong numbers, as will industrial and healthcare companies. "You will be hard-pressed to see areas that are bad right now," Cramer said. "It looks like China is ordering more than ever."

Companies that will benefit -- such as fertilizer producers and iron-ore miners -- are also the ones that have been heavily shorted, Cramer said.

Everyone, he added, is buying shares of Brazil's Vale ( VALE), the largest miner of iron ore in the world.

But if investors are looking for a mining play with exposure to China, Cramer advised checking out shares of Walter Energy ( WLT), up sharply Tuesday. (That upside move also appeared to lift shares of Cliffs Natural Resources ( CLF).)

Water Energy, Cramer said, "is a big play on China. They've got the kind of coal that gives high heat blasts to furnaces to make steel."

Elsewhere, Cramer also suggested Emerson Electric ( EMR), which is seeing better order numbers. This is also a positive for Eaton ( ETN).

"These industrial plays are just incredible," he said.

Among tech names, Oracle ( ORCL), whose CEO is the highest paid in America, is also one of Cramer's favorite names and is a play on the cloud-computing business.

Cramer once again talked about the conviction sell rating that Goldman Sachs ( GS) attached to Kimberly-Clark's ( KMB) stock on Monday. He said that Goldman, shares of which he owns for his Charitable Trust, should have just moved its rating on Kimberly-Clark to sell.

Cramer also said Oppenheimer's upgrade of Boeing ( BA) on Monday came from a new analyst. In the past Oppenheimer had been bearish on Boeing, a call that Cramer had criticized.

--Reported by Jeanine Poggi in New York.

Follow on Twitter and become a fan on Facebook.