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(Updates from 10:50 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.

"Things are really faltering" at Lululemon Athletica (LULU - Get Report), Cramer said, and that makes him avoid the stock. LULU was also downgraded to hold from buy at Janney Montgomery. LULU fell 2.8% to $46.27.

Bank of America/Merrill Lynch upgraded Peabody Energy (BTU - Get Report) to hold from sell and raised its price target to $20 from $15. Cramer said "Peabody is a beneficiary" of higher coal prices, which should get a boost from higher demand due to the cold weather. BTU rose nearly 1% to $16.97.

Kansas City Southern (KSU - Get Report) had  a "horrendous conference call" following its top- and bottom-line miss, Cramer said. The company is being plagued by a major train loss in the Gulf, as well as failing Mexican startup plants. KSU fell 20 cents to $99.29.

Barclays downgraded Toll Brothers (TOL - Get Report) to hold from buy and KB Home (KBH - Get Report) to sell from hold. The analyst reasoned that the Federal Reserve has succeeded in boosting home prices, Cramer said. TOL was 1.6% lower at $35.

Raymond James upgraded Potash (POT) to buy from hold and increased its price target to $37 from $30. Cramer wasn't sure why analysts are warming up to the sector, saying, "I don't understand the sudden love affair" with agriculture. POT rose nearly 1% to $32.

Chipotle Mexican Grill (CMG - Get Report) will release a miniseries called Farmed and Dangerous, a comical documentary about industrial farming and why consumers should choose to eat at Chipotle restaurants. The company is "taking an attack against the food chain," Cramer added. CMG fell nearly 1% to $489.31.

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-- Written by Bret Kenwell in Petoskey, Mich.

At the time of publication, Cramer's Action Alerts PLUS had no position in the stocks mentioned.

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