"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.
At the time of publication, Cramer had no positions in stocks mentioned.

Jim Cramer is a director and co-founder of TheStreet.com. He contributes daily market commentary for TheStreet.com's sites and serves as an adviser to the company's CEO. Outside contributing columnists for TheStreet.com and RealMoney.com, 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 Action Alerts PLUS. Watch Cramer on "Mad Money" weeknights on CNBC. Click here to order Cramer's latest book, "Mad Money: Watch TV, Get Rich," click here to order his book, "Real Money: Sane Investing in an Insane World," click here to get his second book, "You Got Screwed!" and click here to order Cramer's autobiography, "Confessions of a Street Addict." While he cannot provide personalized investment advice or recommendations, he invites you to send comments on his column by clicking here.

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