Stay away from weak commodity stocks that have suddenly begun to rise, CNBC's Jim Cramer said Monday.
Companies like U.S. Steel, Cliffs Natural Resources and Seadrill have risen 53 percent, 62 percent and 142 percent, respectively, over the last week. However, they have fallen at least 40 percent in the last year.
"The froth here scares me," Cramer said on "Squawk on the Street." "The froth in every oil company that raised equity, and how far they've gone up, I don't trust them. They don't have basis. If you want to go back and buy stocks in this weakness don't buy the stocks that have no basis and have gone up like that," he said.
U.S. oil prices have rallied recently, gaining over 9.5 percent last week. On Monday, West Texas Intermediate was 2 percent higher.
"If you look at the seven-year curve, … it really hasn't moved. You can get oil for like $45," Cramer said. "Don't get too ahead of yourself because what happens is, as oil goes up, the futures get sold again because these oil companies need cash."
Disclosure: Cramer's trust does not own stocks in the companies he mentioned.