Jim Cramer's Stop Trading! Stock Picks and Comments 08/07

Recap of Jim Cramer’s comments on Stop Trading! Monday August 7. Click on a stock ticker for more analysis:

Fluor (FLR) and McDermott (MDR): Cramer believes that infrastructure stocks are poised to rally from a strong numbers FLR is expected to report on Tuesday. He says that MDR did not move on Monday in spite of its solid earnings because "no one is noticing" the strength of this sector yet, but predicts that FLR's success will not be ignored. Cramer likes infrastructure, because its projects are "four or five years" in duration and are "not dependent on Uncle Ben (the Fed)."

AU Optronics (AUO), Corning (GLW) and Best Buy (BBY): Excess inventory of liquid-crystal display-screen televisions is is no longer problem, according to AUO, which said that reduction of the buildup was behind record-high shipments. This is good news for GLW and BBY, says Cramer. "People really turned on Best Buy," he commented, and added that, when people run away from the stock, that is "the best time to buy it."

More: Cramer's latest stock picks, including: Mad Money Recap, Lightening Round, Stop Trading and his Radio Show.

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