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Stocks discussed on Jim Cramer's Stop Trading! TV Segment, Tuesday February 1.

Alcoa (NYSE:AA), Cummins (NYSE:CMI), Apache (NYSE:APA), Manitowoc (NYSE:MTW), Huntington Bancshares (NASDAQ:HBAN), PNC Financial (NYSE:PNC), SPDR Gold Trust ETF (NYSEARCA:GLD), Caterpillar (NYSE:CAT), Bucyrus (NASDAQ:BUCY)

On news that Alcoa will purchase an airline fastener business, Cramer commented, "This stock is going much, much higher." When it comes to aluminum fasteners, Alcoa is fast becoming "the only game in town."

Cummins' (CMI) stock once again got punished for its management's characteristically conservative guidance. The last time the company reported, the stock fell from $96 to $87 and then bounced back to $120. Cramer predicts Cummins will be back to $120 in 3 weeks, especially since the truck sector is "even stronger" than Cramer thought.

Apache (APA) is a company linked to Egypt and natural gas with 50% of its properties owned by the Egyptian government. Apache is the fastest growing major oil and gas company in the world, and Cramer emphasized the revolt in Egypt is mainly economic, in spite of its religious overtones. "I think when the smoke clears, Apache goes dramatically higher." Currently there is a large short position and "monster" put buying; "They will be wrong."

Manitowoc (MTW) is replacing Bucyrus (BUCY), which got taken over by Caterpillar (CAT) as Cramer's top industrial. While he acknowledged that MTW overpaid for a recent acquisition, "the stock goes dramatically higher" because the crane market is back.

Insiders profited from Huntington Bancshares (HBAN) secondary offering and the company is now talking about its dividend. "This was one of my favorite bank speculative names and I hereby declare it not speculative." Of all the banks, Cramer thinks PNC Financial (PNC) is making the most money and reported the best quarter. "This is the real, real deal."

While gold's action has not been so inspiring lately, Cramer noted the last time it rallied gold stocks preceded the move in the metal. He predicts the same result again, and recommends SPDR Gold Trust ETF (GLD).


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