Some Jim Cramer thought & picks.
"We have so much oil and gas in this country," insisted an animated Jim Cramer, "particularly natural gas." Cramer is convinced the ability of the US to fulfill more of its energy needs will be a multi-year game changer.
How we can make money this theme? Who are the principal winners?
Cramer thinks it will be chemical companies and plastic makers because they are the beneficiaries of the remarkably low cost.
"I think the best bets are Dow Chemical , PPG, Westlake , Eastman Chemical and Lyondell-Basell ," he said.
If you're looking for another idea, Cramer said to consider Georgia Gulf which hit its 52 week high on Thursday.
"It makes polyvinyl chloride, PVC, which is used in everything from piping to window frames to faux wood. Normally I don't like the commodity players, I prefer proprietary plays, like PPG that have terrific worldwide growth because they offer chemical compounds that are unique and can't be copied."
Georgia Gulf's the opposite.
"I still like the refiners, HollyFrontier , Valero, and Phillips 66 ," said Cramer. "
And the Mad Money host added Cheniere Energy and its companion, Cheniere Energy Partners are also worth a look – but don't pull the trigger on these just yet.
"You know these, the operating company and the master limited partnership that are run by frequent guest Charif Souki . He's the pioneer who building our nation's biggest export terminal for liquefied natural gas. Look out, these two stocks are hot, too hot for me. Wait for a pullback from LNG or a stock offering from Cheniere Energy Partners and then pounce."
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