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Cramer's 'Stop Trading!': Buy Homebuilders

Stock quotes in this article: PHM , DHI , KBH , APC , APA , DVN  

"This has been one of the greatest rallies in history," Jim Cramer on CNBC's "Stop Trading!" segment on Friday. "If it's really more than a bear market rally, we need to see the banks go down a little."

Cramer said that natural gas stocks, which have been up "pretty much every day," need to take a breather, too. Devon Energy(DVN Quote) CEO Larry Nichols "is absolutely one of my favorites," he said, but he said that stocks such as Devon, Anadarko(APC Quote) and Apache(APA Quote) need to cool down.

"How could they not take a break?" he said. "Natural gas is at levels I cannot believe. They all need to take a pause."

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