Eaton (ETN), Granger (GWW), Graco (GGG) and Parker Hannifin (PH): Cramer is bullish on commerical real estate, particularly Eaton which is up 6% and reported an "amazing quarter." The only downside to this upturn is that some are beginning to wonder if the Fed might start raising interest rates again.
Exxon (XOM): Cramer noted that XOM's claim to hold capital spending on exploration steady for a few years is actually bullish for drillers since it means that oil will would drop. "This was amazing," he said, since Exxon is "the least levered to oil" among the large oil companies.
More: Cramer's latest stock picks, including: Mad Money Recap, Lightening Round, Stop Trading and his Radio Show.
Seeking Alpha is not affiliated with CNBC, Jim Cramer or TheStreet.com