Goldman Sachs (GS) has an "endless amount of liquidity," said Jim Cramer on Tuesday's "Stop Trading!" segment on CNBC. "This is one of those situations where literally, they have to figure out what to do with their money."

Cramer said he thinks Goldam could earn $30 next year. "I'm not kidding," he said. "I think this thing could literally be selling at five times earnings."

But he didn't recommend rushing to buy the stock, which he owns for his Action Alerts PLUS charitable trust. "Don't buy this stock three days after the quarter, especially after it ran up 7 points," he said.

Cramer said we're seeing what he calls a "gasoline rally" in stocks such as Darden ( DRI), Coach ( COH), Tiffany ( TIF), Sears ( SHLD), Lowe's ( LOW) and Yum! Brands ( YUM).

"This is all the same trade that we saw when gasoline broke from $4 down to $2 last year," he said. "It's happening again."

He predicted that oil will go to $55, translating to $2.30 or $2.25 in gasoline. "That has spurred consumer spending," he said.

But he told viewers to stay away from Wal-Mart ( WMT), which he doesn't think is having a good quarter. "I just don't hear anything strong about Wal-Mart right now," he said. "I don't want to be in Wal-Mart when I've got these other ones," which he thinks are undervalued.

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