Cramer's 'Stop Trading!': Disney's Grand

"Remember, I like the financials," Jim Cramer said on Wednesday's "Stop Trading!" segment on CNBC. "Yesterday was a brutal day for people like me who like the financials."

This afternoon, though, brought a jump in Bank of America(BAC Quote), JPMorgan(JPM Quote) and Citigroup(C Quote).

Cramer's been recommending Bank of America and JPMorgan, which are part of his Fortress Four (along with Wells Fargo(WFC Quote) and U.S. Bancorp(USB Quote)). He owns JPMorgan for his Action Alerts PLUS charitable trust.

"Those you buy on weakness, every time they're down," he said.

Yesterday was a brutal day for the commodities, too. "I hate to recommend these stocks that are commodity-oriented because they're all about hedge funds," he said.

Cramer called Clean Energy Fuels(CLNE Quote) "a great story" and said the stock has dropped a couple of points. And he said that Cimarex Energy(XEC Quote) "is always a high-quality company."

But he said, "this group is wildly in the hands of hedge funds. It's not for regular everyday people."

Now that gasoline prices are falling, Disney(DIS Quote) is expected to benefit from increased theme park attendance, even though CEO Bob Iger said higher gas prices didn't hurt attendance. "I think a lot of that was relative," Cramer said. "Traffic was not hurt by high gasoline prices. It wasn't. I'm saying that traffic could now explode."

In addition, Disney has "a bunch of really big releases coming up," ESPN's doing well, and the Jonas Brothers are wildly popular. Increased traffic, Cramer said, "is just the icing on the cake."

He is concerned about the decline in the number of flights, but "Disney is a stock that is perceived by the market as a beneficiary of lower gasoline prices," he said, "and I'm not fighting it any more than I fought FedEx(FDX Quote) and UPS(UPS Quote)."