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NEW YORK ( TheStreet) -- "Stop worrying about the falling price of stocks," Jim Cramer told his "Mad Money" viewers Monday, "the falling price of gasoline is all that matters."

Cramer reminded viewers that 85% of stocks benefit from lower oil prices and with the price of crude continuing to fall thanks to higher-margin requirements, the trajectory for stocks can only be higher.

He said every retailer will soon have more customers walking in their doors with more money in their pockets to spend. Every restaurant will have more patrons. Every delivery truck will soon see some relief, and every company that turns oil into plastics will as well.

So where does that leave stocks? Cramer said that sadly, the market is being controlled at the moment by institutional investors that are being forced to sell just about everything in order to cover their commodity speculation losses. Thus everything is being sold, in unison and en mass.

But Cramer said that knowing the market's trajectory is one of the most important factors in predicting stock prices, and those investors who think "I missed the move," are wrong.

He said not only are retailers and restaurants about to head higher, but with Obama's announcement of more oil drilling, stocks like Halliburton ( HAL) and Schlumberger ( SLB) will be heading higher too.

Stocks may seem like a tainted asset class, said Cramer, but investors should be prepared to pay a lot less at the pump and for stocks in the days and weeks ahead.

Conference Call Nuggets

"Expectations are everything," Cramer reminded viewers, as he once again warned against the dangers of trading off the earnings headlines without doing the homework. Today's lesson, Lowes ( LOW), a stock which Cramer owns for his charitable trust, Action Alerts PLUS .

Lowes reported weaker-than-expected numbers, sending shares down 5%. But Cramer said investors who listened to the conference call and paid attention last quarter, knew that these weaker numbers were to be expected.

Cramer said that Lowes cited bad weather, higher oil prices and a weak housing market for some of their weakness, but all of these factors were to be expected. What wasn't expected were better margins, better inventory levels and the company buying back more of its own stock than expected. While the former includes things not in Lowes' control, the latter are in Lowes' control the company executed well. "Imagine how well they'll do when things improve," Cramer noted.

Cramer said what was most telling on the Lowes conference call was the company's forecast of a 2% increase in same-store sales. He reminded viewers that stocks only care about the future, not the past, and this uptick was a very good sign. Unlike Home Depot ( HD), which is now in year three of its turnaround, Lowes is only one year into its turnaround, and that means a lot more good things to come for the company.

Top Restaurant Picks

Cramer kicked off his new "Mad Money Restaurant Guide" series by putting five restaurant stocks onto the burner to see which ones could take the heat. The contenders included BJ's Restaurants ( BJRI), Buffalo Wild Wings ( BWLD), Texas Roadhouse ( TXRH), Jack in the Box ( JACK) and Sonic ( SONC).

Cramer said his criteria for these growing restaurant chains included operational excellence, profitability, same-store sales growth, valuation and of course, overall growth potential. He said among the group, Texas Roadhouse has been falling short on its projections while Sonic has been missing some of its franchise goals. Jack in the Box, on the other hand, may now be too big, and therefore lacks growth.

That leaves Buffalo Wild Wings as Cramer's runner-up in his restaurant cook-off. He said Buffalo Wild Wings has 700 locations in 45 states, but still has lots of room to grow. He said this stock is a steal at just 19.8 times earnings because it has a 21% growth rate.

BJ's Restaurants was Cramer's No. 1 choice amongst the group. He said this chain only has 100 restaurants in 12 states, which leave the most amount of growth ahead of it. The company plans to open 15 more locations this year, a 14% boost for a company that's growing over 20% annually. Cramer said investors should be prepared to pay up for BJ's, which trades at 38 times earnings and is just one point off its 52-week high.

Mad Mail

Cramer told a viewer that uncertainty in Washington concerning the debt ceiling and the Federal Reserve are creating jitters on Wall Street, but he has full faith in Ben Bernanke to do the right thing.

Cramer told another viewer that shares of Kraft ( KFT) have been tracking commodity prices, but the stock likely only has one or two more points of upside left in it.

When a viewer asked how to play natural gas in Europe, Cramer turned to Hess ( HES), an Action Alerts PLUS name. When another asked about playing growth in Brazil, Cramer turned to Banco Bradesco ( BBD), which is 20% off its highs.

Lightning Round

Cramer was bullish on ConocoPhillips ( COP), Airgas ( ARG), Potash ( POT), Peabody Energy ( BTU) and Deere & Company ( DE).

He was bearish on Dollar Thrifty Automotive ( DTG), Mosaic ( MOS), Mellanox Technologies ( MLNX), Riverbed Technologies ( RVBD) and ON Semiconductor ( ONNN).

No Huddle Offense

Cramer said the press got it wrong when reported about the IMF sex scandal over the weekend. He said the markets opened lower on the news, but that's just wrong.

"Have you noticed there's been no resolution whatsoever to any of the European debt issues?" asked Cramer. He said the current head of the IMF is doing a botched job, and he is happy to say good riddance.

Cramer said the heir-apparent of the IMF, John Lipsky, has a long track record of "tough love" and tough decisions that get the job done and economies back on track. Cramer offered a hearty welcome to Mr. Lipsky, and wished him well in his new endeavor.

--Written by Scott Rutt in Washington, D.C.

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At the time of publication, Cramer was long Lowes, Hess.

Jim Cramer, host of the CNBC television program "Mad Money," is a Markets Commentator for TheStreet.com, Inc., and CNBC, and a director and co-founder of TheStreet.com. All opinions expressed by Mr. Cramer on "Mad Money" are his own and do not reflect the opinions of TheStreet.com or its affiliates, or CNBC, NBC UNIVERSAL or their parent company or affiliates. Mr. Cramer's opinions are based upon information he considers to be reliable, but neither TheStreet.com, nor CNBC, nor either of their affiliates and/or subsidiaries warrant its completeness or accuracy, and it should not be relied upon as such. Mr. Cramer's statements are based on his opinions at the time statements are made, and are subject to change without notice. No part of Mr. Cramer's compensation from CNBC or TheStreet.com is related to the specific opinions expressed by him on "Mad Money."

None of the information contained in "Mad Money" constitutes a recommendation by Mr. Cramer, TheStreet.com or CNBC that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. You must make your own independent decisions regarding any security, portfolio of securities, transaction, or investment strategy mentioned on the program. Mr. Cramer's past results are not necessarily indicative of future performance. Neither Mr. Cramer, nor TheStreet.com, nor CNBC guarantees any specific outcome or profit, and you should be aware of the real risk of loss in following any strategy or investments discussed on the program. The strategy or investments discussed may fluctuate in price or value and you may get back less than you invested. Before acting on any information contained in the program, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from your own financial or investment adviser.

Some of the stocks mentioned by Mr. Cramer on "Mad Money" are held in Mr. Cramer's Action Alerts PLUS Portfolio. When that is the case, appropriate disclosure is made on the program and in the "Mad Money" recap available on TheStreet.com. The Action Alerts PLUS Portfolio contains all of Mr. Cramer's personal investments in publicly-traded equity securities only, and does not include any mutual fund holdings or other institutionally managed assets, private equity investments, or his holdings in TheStreet.com, Inc. Since March 2005, the Action Alerts PLUS Portfolio has been held by a Trust, the realized profits from which have been pledged to charity. Mr. Cramer retains full investment discretion with respect to all securities contained in the Trust. Mr. Cramer is subject to certain trading restrictions, and must hold all securities in the Action Alerts PLUS Portfolio for at least one month, and is not permitted to buy or sell any security he has spoken about on television or on his radio program for five days following the broadcast.