Cramer's 'Stop Trading!': Restaurant Comebacks

"My litmus is, if they need the money, you be very careful," said Jim Cramer on CNBC's "Stop Trading!" segment on Thursday about companies making secondary stock offerings. "If they don't need the money, great."

PNC Financial(PNC Quote) and KeyCorp(KEY Quote) have added their names to the list of banks issuing more stock following the government's stress tests. "PNC doesn't need the money," said Cramer, so it's a buy. "You do not buy Key, because Key needs the money."

Cramer switched gears to restaurant stocks, declaring that the group, which he said "has been in the doghouse," is making a comeback.

He said McDonald's(MCD Quote) is "definitely the way to go" and that Buffalo Wild Wings(BWLD Quote) is picking up.

Cramer also likes Yum!(YUM Quote), which he owns for his Action Alerts PLUS charitable trust.