In Thursday's Stop Trading!, Cramer said he's been waiting for the small bank rally currently taking place for a long time and likes one stock in particular.
"This bank stock rally's just beautiful," Cramer said. "Huntington Bancshares — I've been waiting for this little one to go, along with Regions Financial and Fifth Third . It is really taking off.
"When you get employment growth, when you see middle America — I'm talking Ford Motors, the steel companies doing better — you should be thinking Ohio banks, you should be thinking HBAN. True breakout!"
Cramer also said he's watching the retail sector closely, particularly Sears, which most analysts have declared a sell or sell/hold.
"I don't understand this. How could every analyst be so wrong about a company that does so well in a rising tide?" Cramer asked.