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(Updates from 10:49 a.m. ET with closing information.)
NEW YORK (TheStreet) -- Here's what Jim Cramer had to say on CNBC's "Squawk on the Street" Monday.
Deutsche Bank upgraded Time Warner Cable (TWC) to buy from hold. Cramer said the analyst's reasoning of "it's more than likely not to be acquired by Charter Communications (CHTR)," had a shocking amount of uncertainty to it. TWC was unchanged at $123.15.
Barclays upgraded Occidental Petroleum (OXY) because it may break up its business segments, a move Cramer believes would add "$30 [per share] more." OXY rose 2.2% to $97.73.
Cramer is taking a wait-and-see approach to Consol Energy (CNX) despite Morgan Stanley's enthusiasm on the company's shift to natural gas from thermal coal. CNX was 3.1% higher at $37.76.
Cramer called Sysco's (SYY) better-than-expected earnings report a "nice surprise." "This could be the beginning of a big move," he said. SYY jumped 4.3% to $33.96.
Lumber Liquidators (LL) appears to be near breakout levels, Cramer said, with margins that are better than expected. LL rose 3.7% to $116.14.
Piper Jaffray downgraded NetApp (NTAP) to hold from buy because "there is a lot of government business here and NetApp will be hurt," Cramer said. He added that a lot of tech companies have been hit hard due to their exposure to the federal government. NTAP fell nearly 1% to $38.75.