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Recap of Jim Cramer’s comments on Stop Trading! Monday August 20. Click on a stock ticker for more analysis:

On the Runway: KBW Regional Banking ETF (NYSEARCA:KRE), National City (NCC), Comerica (NYSE:CMA)

If Wall Street is a "gigantic fashion show," the next fashionable item will be regional banks, said Cramer, since they will make a profit from the Fed rate cut. He prefers KBW Regional Banking ETF to NCC and CMA because the ETF spreads the risk and is a good place to be if a regional bank is taken over. KBW has 50 holdings and a five-year earnings growth over 9.4%. In addition, the ETF has a "weighted average market cap" of over $2 billion. Cramer suggested waiting for the ETF to come down a bit before buying.

All About Advertising: eBay (NASDAQ:EBAY)

While Cramer would wait to buy eBay, he discussed many reasons to like it; Ebay sells at 21 times next year's estimated growth, it has a "pristine balance sheet," it has over $3.6 billion in cash, it has 100million people buying and selling on the site and it owns Skype, Paypal and 25% of Craigslist. However, the next big thing for eBay is advertising; Ebay's revenue from ads increased 96% year over year in the second quarter, and Cramer thinks the estimates that the company will earn 32 cents a share on advertising are too conservative. He recommends this "long term investment" and "digitalization of commerce" play under $34.

Related: OnlyeBay reports the company is still struggling with its listings.

The Parent is Alright: United Online (NASDAQ:UNTD)

Cramer says internet provider United Online, which reaches 20% of the online population, is "too cheap to ignore." While it plans to spin off Classmates.com, Cramer prefers the parent to the IPO, because UNTD has a 6% yield, is debt-free and swimming in cash. He approves of the company's cost-cutting strategies in its dial-up operations, since a third of internet users in the U.S. still use dial-up. Cramer would wait for the stock to drop to $14 and says it is a good investment for those who like both safety and risk.

Related: Larry Dingan on Classmates Media's IPO.

CEO Interview: Jerry Kennelly, Riverbed Technology (NASDAQ:RVBD)

Tech thrived during the last major credit crunch in the 1990s, and Cramer thinks history is repeating itself. Cramer invited RVBD CEO Jerry Kennelly onto the show to discuss the laptop version of the company's Steelhead Mobile product. Kennelly said since workers are now on the job around the clock all over the world, the product will be in demand, since users can do "remote work at the same speed" as they would at the office. Cramer noted there are expected to be 543.1 million mobile office workers by 2009, and would buy the stock under $40.

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Source: Jim Cramer's Mad Money In-Depth Stock Picks, 8/20/07