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NEW YORK ( TheStreet) -- Here's what Jim Cramer had to say on CNBC's "Squawk On The Street" Monday: Goldman Sach's sell recommendation on Rio Tinto ( RIO) may be a little early, but the recent upgrade on Lowe's ( LOW) proves the housing recovery will help Lowe's hold up well, he said. When asked about Google ( GOOG), Cramer said everyone is worried the Federal Trade Commission may come down hard on Google, which is why that stock is lagging. He was more bullish on retailer Chico's FAS ( CHS), saying that only a few retailers look good and Chico's (along with Williams-Sonoma ( WSM) and Urban Outfitters ( URBN)) is among them. eBay ( EBAY), a stock he owns for his charitable trust,