Aerospace stocks have fallen substantially. TheStreet's Jim Cramer says they've been the biggest sore points in the Dow. Now aerospace companies are beginning to stabilize, as TheStreet's Stephanie Link points out, with GE planning to spend an additional $3.5 billion on aerospace engines while Boeing plans to increase 737 production per month over the next few years. Cramer says what could change the numbers for Boeing is that the cost is going down for the Dreamliner. He also thinks the defense budget can't stay at current low levels. It's now a year after sequestration and he thinks there will be a push to increase defense spending given the proliferation of geopolitical crises.

More from Video

Jim Cramer: Will Apple or Amazon Become the World's First Trillion Dollar Stock?

Jim Cramer: Will Apple or Amazon Become the World's First Trillion Dollar Stock?

It's Dumb to Think Legalizing Weed Is Still a Political Issue

It's Dumb to Think Legalizing Weed Is Still a Political Issue

Video: How to Select Mutual Funds in Your 401(k)

Video: How to Select Mutual Funds in Your 401(k)

Racing Legend Mario Andretti Has Great Advice for Retirees

Racing Legend Mario Andretti Has Great Advice for Retirees

Arianna Huffington on Burnout, Tech-Life Balance and Why Amazon's CEO Agrees

Arianna Huffington on Burnout, Tech-Life Balance and Why Amazon's CEO Agrees