Investors need to take Donald Trump as his word, Jim Cramer told his Mad Money viewers Monday. Trump means what he says, Cramer continued, and like it or not, that means some stocks will be winners and some will be losers.

Trump has been preaching for months that he wants companies to buy American and hire American, so it should come as no surprise that he will now make good on his protectionist agenda.

However, only 12.5% of our economy is made up of manufacturing, Cramer said. That leaves lots of room for other companies to be winners.

Among the biggest winners will be the banks and the oil stocks, both of which Cramer said are buys. He also was bullish on any purely domestic companies -- think Comcast (CMCSA - Get Report) , an Action Alerts PLUS holding, or anything housing related.

Investors can also look toward technology stocks, which are a big beneficiary of any repatriation of cash efforts by Trump, but which are otherwise largely "Trump-free zones."

Other stocks outside of manufacturing that probably won't work well under Trump are the retailers -- which import just about everything -- and the restaurants, which have just become too hard to own.

"Sometimes bravery makes for the best investments," Cramer concluded, which is why now might be the time to take a chance on the banks and oil stocks -- especially on down days like today.

Here are 8 stocks Cramer likes if the economy rebounds.

Special Guest: Frits Van Paasschen

In a special interview, Cramer sat down with Frits van Paasschen, author of the new book, "The Disruptors' Feast" and former CEO of Starwood Hotels (MAR - Get Report) and Coors Brewing (TAP - Get Report) .

Van Paasschen explained that one of the most difficult things to overcome for a company or CEO is cognitive bias, or the tendency to shy away from change rather than embracing it and trying to understand where it comes from.

In the hospitality business, this means that providing great service is no longer enough, you must recognize that you have a slew of new competitors, from online travel websites to Airbnb.

Van Paasschen has personal experience negotiating with Trump, and said it's important to separate Trump's antics from the actions. In the end, everyone can win in a Trump deal, you just need to understand what Trump wants out of the deal and pair that to what you want from the deal.

Van Paasschen's last tip for CEOs and investors was to focus on the trend lines and ignore the headlines. The trends are what is most important, he said, and not the news of the day.

Executive Decision: Skyworks

For his "Executive Decision" segment, Cramer spoke with Liam Griffen, president and CEO of Skyworks Solutions (SWKS - Get Report) , the chipmaker with a stock that soared 13% last week after the company posted a three-cents-a-share earnings beat on record cash flows. Skyworks also announced a $500 million share repurchase.

Griffen said that Skyworks is all about connecting people. The smart phone continues to be the company's biggest growth driver, but Skyworks also sees a huge opportunity in connecting the Internet of things.

Skyworks also continues to diversify away from its largest customer and now has major partners in China as well.

When asked about the connected home, Griffen said that while still in its early days, there are many companies introducing new products and services in the space and it could become a big segment for Skyworks.

Finally, when asked about the effects of Trump policies, Griffen said that Skyworks is a global company with a global customer base and a manufacturing facility in Mexico. However, his company's two main plants are in Boston and California.

Cramer said he sees Skyworks as continuing to be one of the hottest stocks in the S&P 500.

Skeptics Have Questions 

When the skeptics have questions, it's up to management to provide the answers, Cramer told viewers.

On this quarter's Procter & Gamble (PG - Get Report) earnings call, management answered the two sell ratings it received last month with stellar results.

Procter raised its organic growth target from 2% to between 2% and 3%, despite sizable headwinds. How did it accomplish this feat? Innovation. The company has introduced scores of new products and customers love them. Procter is also embracing the natural and organic trends head on.

Management also said the company is agnostic to distribution channels and meets their customers no matter where they are. Procter was not ruling out traditional retail, however, stating that many customers still prefer the in-store experience.

Procter remains committed to its buyback and dividend, having returned $123 billion to shareholders over the past 10 years.

If anyone is worried that Trump could derail this great American household name, Cramer added that Procter makes 85% of its products domestically.

Lightning Round

In the Lightning Round, Cramer was bullish on Xilinx (XLNX - Get Report) and T-Mobile US (TMUS - Get Report) .

Cramer was bearish on Fitbit (FIT - Get Report) and Jazz Pharmaceuticals (JAZZ - Get Report) .

Read all of Cramer's comments about the stocks in the Lightning Round.

No-Huddle Offense

In his "No Huddle Offense" segment, Cramer opined on the scariest thing he saw this retail earnings season.

No, it wasn't the store closures at Macy's (M - Get Report) , nor the implosion of Kohls (KSS - Get Report) or the continued struggles of JCPenney (JCP - Get Report) . Cramer said the scariest thing he saw was Target (TGT - Get Report) .

Target has been the poster child for doing omni-channel right, and indeed the company saw 40% growth in its online operations this quarter. But that success came at the expense of a 3% decline at Target stores.

Cramer said retail was built for the "racetrack," that long red road that snakes you through all of Target's various departments and all but ensures that you leave with more than you came in to buy. But in the online world, there are fewer impulse buys, only stiffer price competition.

Cramer theorized that perhaps we've hit the point of diminishing returns for online retail, as Target just proved that doing everything right only cannibalizes what you've worked so hard to build.

Cramer is advising his investment club members to hold steady in the middle of all this market and political uncertainty. Get a free subscription to Action Alerts PLUS.

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At the time of publication, Cramer's Action Alerts PLUS had a position in CMCSA.