Jim Cramer's Stop Trading! Stock Picks and Comments 5/1

Stocks mentioned on Jim Cramer's 'Stop Trading!' show on Monday, May 1 2006. Click on a stock ticker for more analysis:

Qwest Communications (Q) -- Cramer thinks they should follow the lead of Level 3 (LVLT) and do a big acquisition in the near future. 'If Qwest makes a deal, it goes to $7 or $8'

Bear Stearns (BSC), Lehman Brothers Holdings (LEH) and Goldman Sachs Group Inc (GS) -- Cramer would buy the brokers after the banks responded to Bernanke's recent remarks.

AAR Corp (AIR) -- Bullish, a likely takeover candidate in the wake of Boeing's acquisition of Aviall (AVL)

Titanium Metals (TIE) and Allegheny Technologies Inc (ATI) -- High demand for aerospace sector and Chinese buying leave Cramer bullish on these two.