It's time investors opened their eyes to the things they don't usually care about, Jim Cramer told his Mad Money viewers Monday. This stock market is a lot bigger than just Amazon.com (AMZN) and Tesla (TSLA) , Cramer said, and it's long past time to recognize the other stocks in bull market mode, like the industrials.

Stocks like Caterpillar (CAT) have gone from market dog to a strong performer in 2017, while others, like Eaton (ETN) are now just off all-time highs.

Both of these stocks are benefiting from strong sales overseas, Cramer noted, and are likely to only get stronger if deregulation and tax reforms get accomplished.

Whether it's plastics, adhesives, lumber, chemicals or yes, even simple O-rings, Cramer said he's seeing strength in names like Parker-Hannifin (PH) , Rockwell Collins (COL) , Ingersoll-Rand (IR) , among many others.

All of these great American industrials didn't move their operations overseas, Cramer concluded, they just continue to do what they've always done, making great products right here in the U.S.

Meanwhile, on Real Money, Cramer says you really should be paying attention to these great, albeit boring companies. Find out more about which ones he thinks are stellar; get a free trial subscription to Real Money.

What's Brewing

There are lots of changes happening in the brewery sector, Cramer told viewers, and there's a new best-of-breed winner that stands out.

Cramer said that Anheuser-Busch InBev (BUD) is now the world's largest brewer and is nearly four times bigger than its next largest competitor. Thanks to its acquisition of SAB Miller, the company has more exposure to emerging markets and sports a 3% yield. But in its most recent earnings, the company saw volume declines, making it not the stock to own.

Boston Beer (SAM) used to be a great growth stock, but after peaking in January 2015, shares have lost nearly half their value. Boston Beer did post a top- and bottom-line earnings beat when it last reported, but also offered weak guidance and is searching for a new CEO.

Molson Coors (TAP) was able to acquire a lot of assets from Anheuser-Busch as part of the SAB Miller deal, and is now the second largest brewer in America. But Cramer noted that while the company will see a lot of synergies in the coming years, it also doesn't offer a lot in the way of organic growth.

That leaves Constellation Brands (STZ) as the new king of the hill in the brewing business. This company offers consistent double-digit growth thanks to smart, well-times acquisitions. Constellation last posted a fabulous top and bottom line earnings beat with great cash flow. Constellation, Cramer concluded, is the best in this space.

Is Retail Really a Good Deal?

After Costco (COST) reported an upside surprise in same-store sales last week and L Brands (LB) saw earnings that weren't as bad as expected, is it time to begin looking towards retail for bargains? Not so fast, Cramer cautioned.

Things are still looking pretty bleak at the the mall, with Macy's (M) shutting down 100 locations and eyeing possibly another 50 if costs can't be reigned in. JC Penney (JCP) continues to be in the doghouse as that company aims to curb its heavy debt load by shutting 130 to 140 locations. Even Nordstrom (JWN) is not immune, although Cramer admitted this retailer is doing better than most.

But what has been most exciting for Cramer are the retailers outside of the mall. He said Burlington Stores (BURL) and TJX Stores (TJX) , an Action Alerts PLUS holding, remain favorites. Cramer also gave the nod to Kohl's (KSS) , a company with a 5.5% yield and a stock buyback program that pays investors to wait for a return on the company's digital and inventory investments.

Cramer was also bullish on Walmart (WMT) , which saw a 1.8% rise in same-store sales last quarter and is taking online commerce seriously with its acquisition of Jet.com. Cramer felt the stock could breach its old highs of $90 a share.

Cramer and the AAP team say they're confident in Western Digital (WDC)  because of improving fundamentals in storage. Find out what they're telling their investment club members. Get a free trial subscription to Action Alerts PLUS.

NextEra Needs This Connection

There are very few growth utility plays out there, and if NextEra Energy (NEE) wants to remain one of them, the company needs to swallow its pride and get its acquisition of Oncor completed.

Cramer explained that in 2015, NextEra offered to buy Oncor, and now the company has only the powerful Texas Utility Commission standing in its way. The commission holds another hearing this Thursday, and it's time for NextEra to get the deal done.

NextEra has tried, and failed, to make two other acquisitions since 2006 and Cramer said that now the company's credibility is on the line. The Oncor deal may only represent 25 cents a share in earnings next year, but without the deal, NextEra will have little growth to speak of, and that will be a blow to shareholders.

Shares of NextEra trade at 18 times earnings, Cramer concluded, and without a deal, that multiple will be in jeopardy.

Lightning Round

In the Lightning Round, Cramer was bullish on Alibaba (BABA) and Coherent (COHR) .

Cramer was bearish on Advanced Micro Devices (AMD) and Esperion Therapeutics (ESPR) .

No-Huddle Offense

In his "No-Huddle Offense" segment, Cramer said he's tiring of the endless commentary surrounding Amazon and Tesla and he's especially taking issue with the recent price targets offered by analysts.

You cannot put a price target on a cult stock like Amazon or Tesla, Cramer explained, because the stocks are overvalued now and will only continue to be no matter what target you place on it.

Cramer said it would be more honest if analysts just cited momentum as a reason for these stocks hitting their targets, rather than trying to base their projections on metrics that simply don't exist.

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At the time of publication, Cramer's Action Alerts PLUS had positions in WDC and TJX.

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