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(Updates from 10:13 am ET with closing information.) NEW YORK ( TheStreet) -- Here's what Jim Cramer had to say on CNBC's "Squawk On The Street" Monday: Investors in hotel stocks are betting on a recession, but Cramer still loves Starwood Hotels ( HOT). He was also upbeat on Petsmart ( PETM), calling it one of the best upside surprises this earnings season. Starwood shares closed 1.4% higher while those of Petsmart rose 2.2%. Cramer said the bears are worried about commodity costs at Dean Foods ( DF) but he disagrees, saying those fears are in the past. He was also bullish on Agilent ( A), noting that tech spending in emerging markets may be on the rise.
Dean Food shares ended Monday up 1.5% while Agilent jumped nearly 5%. Finally, Cramer gave a positive nod to Marathon Oil ( MRO), a domestic oil and gas company that is immune to rising tensions in Israel, and Diageo ( DEO), one of his favorite international growth companies. Marathon Oil stock rose 1.4% on the day while Diageo was bubbled up 1.8%. To sign up for Jim Cramer's free Booyah! newsletter, with all of his latest articles and videos, please click here. -- Written by Scott Rutt in Washington. To email Scott about this article, click here: Scott Rutt Follow Scott on Twitter @ScottRutt or get updates on Facebook, ScottRuttDC