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Stocks discussed on Jim Cramer's Stop Trading! Wednesday February 3.

Ford (F), Toyota Motors (TM), Honda Motor (HMC), PNC Financial Services Group (PNC)

Cramer thinks "Alan Mullaly is the big winner" and main beneficiary from Toyota Motor's (TM) recall crisis. While Honda (HMC) is good, Ford's cars are most similar to Toyota's, particularly the hybrids and Ford has the inventory to compete. Ford is in a "virtuous cycle" of increased business and a better balance sheet. "This is a $20 stock in 2012," said Cramer.

PNC Financial (PNC) was Cramer's trade of the day on Wednesday, and the fact that it seemed stalled in spite of a good earnings report was that investors were waiting for a secondary offering. Cramer would buy the stock on a decline.

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Source: Cramer's Stop Trading! Alan Mulally Is the Big Winner (2/3/10)