"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) CEO Larry Nichols "is absolutely one of my favorites," he said, but he said that stocks such as Devon, Anadarko ( APC) and Apache ( APA) 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." Cramer said he doesn't think homebuilder KB Home ( KBH) is in a vacuum. "That KB Homes quarter was a think of beauty," he said. "Sorry, bears." As for Pulte Homes ( PHM) and DR Horton ( DHI), "I think you buy 'em," he said.