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Stocks discussed on Jim Cramer's Stop Trading! TV Segment, Wednesday January 5.

Disney (NYSE:DIS), Marvel (MVL), Goldman Sachs (NYSE:GS), Urban Outfitters (NASDAQ:URBN), Sears Holdings (NASDAQ:SHLD), J.Crew (JCG), Alcoa (NYSE:AA), Arm Holdings (NASDAQ:ARMH), Nvidia (NASDAQ:NVDA)

Cramer reiterated his bullish case for gold, especially since there have been increasing comments that gold should be shorted. "Gold is a currency play, it is a play on China, it is not an inflationary play" since the yellow metal has done well in inflationary and deflationary environments.

Wednesday was a great day for Disney (DIS) which was recommended by Goldman Sachs. Cramer thinks Disney is going to break out and is "running on all cylinders" with ESPN, theme parks, growth into China, margins expanding for cable, the integration of Marvel Comics (MVL) and stock buybacks.

Goldman Sachs (GS) doesn't have many fans on TheStreet, but Cramer declared, "I like Goldman. I think it goes to $240. It's best in show." There was talk early in the week that the SEC would scrutinize Goldman for its deal with Facebook, but now "we hear the SEC thinks Goldman is right," Cramer said. "Goldman haters are dead wrong. In Lloyd Blankfein we trust!....he could be a candidate for Treasury Secretary!"

Both Urban Outfitters (URBN) and Sears Holdings (SHLD) are making bids for J.Crew (JCG), but Cramer thinks the two retailers are just "window shopping. Mickey Drexler (J.Crew CEO) is not going to Sears. He's not even going to be in a mall with Sears!"

Cramer disagreed with the downgrade of Alcoa (AA), which once was at $40 but is now considered too expensive because it went from $13-$16. He dismissed concerns about the company's quarter and said the company has strong cash flows.

Nvidia (NVDA) is unlikely to be taken over by Arm Holdings (ARMH), Cramer predicted. "It's already $9 billion and it should have been taken over at $5 billion."

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Source: Cramer's Stop Trading! J.Crew Is Not Going to Sears (1/5/11)