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"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) - Get Free Report



(JPM) - Get Free Report



(C) - Get Free Report


Cramer's been recommending Bank of America and JPMorgan, which are part of his Fortress Four (along with

Wells Fargo

(WFC) - Get Free Report


U.S. Bancorp

(USB) - Get Free Report

). He owns JPMorgan for his

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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) - Get Free Report

"a great story" and said the stock has dropped a couple of points. And he said that

Cimarex Energy

(XEC) - Get Free Report

"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,


(DIS) - Get Free Report

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


(FDX) - Get Free Report



(UPS) - Get Free Report


At the time of publication, Cramer was long JPMorgan.

Jim Cramer is a director and co-founder of He contributes daily market commentary for's sites and serves as an adviser to the company's CEO. Outside contributing columnists for and, including Cramer, may, from time to time, write about stocks in which they have a position. In such cases, appropriate disclosure is made. To see his personal portfolio and find out what trades Cramer will make before he makes them, sign up for

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