In the recent post below, Cramer broke down the natural gas plays. “So many people have been puzzled why the major integrateds have not moved with the last $30 rally in oil's spot price. The answer? They can't take advantage of it. They either didn't believe, and therefore didn't drill, or they have been so in the crosshairs of sovereign lunacy that they haven't been able to. They didn't have the rigs or they judged that the rigs were so expensive that, like 1980, they would look like dopes when oil came back to $40-$50, where many thought it would. (Go back and check even last year's research for price targets, most of which were from the oil companies' themselves.) Or maybe it didn't matter anyway. So many of the contracts these companies have signed with governments around the world are either being abrogated or just outright confiscated that you have to ask yourself "Who can invest under those scenarios?" Exxon (XOM) in Venezuela. Shell (RDS.A) and now BP (BP) in Russia. You can't continually invest billions and then write it off because the contracts you wrote don't mean anything. I think it is more important to focus on which stocks have gone up and that's an easy one: the natural gas stocks. These companies, which include XTO (XTO), Ultra (UPL), Anadarko (APC), Devon (DVN), Apache (APA), Southwest (SWN), El Paso (EP) and many of the wildcatters I have been programming on "Mad Money", are all about acquiring acres and drilling. These companies do so voraciously, they are constantly on the move and they have the excess rig capacity to do something about it. (Remember the domestic glut, which is part of Nabors' old problems, allows for drilling to be much less expensive, not to mention shallow. The thing that's costing is that the farmers have figured out the game but it is still a small price to pay.) These stocks fluctuate with the oil futures as they did yesterday. But if you wait a few days they stabilize and start their ramp up again because they are levered to asset growth of a rising commodity. Unlike the integrateds they are twice blessed. There is a sense that the integrated are signaling that there is an oil top. That's so wrong. It is signaling their inability to capitalize off of it. That's why there is such a disparity with the gas wildcatters and acquirers. I remain bullish on the group despite endless carping about how they are topping. This group has been topping for two years for heaven's sake. Sorry, I am still a believer.”

From a recent Mad Money show: "I would buy that company on any dip. You have a winner there, and may I throw in FMC Corp (FMC) and Core Labs (CLB) as two other great ones."

From a recent Mad Money show: "No, this is a commodity play. The only food company I'm behind here is HJ Heinz (HNZ) because they're the only ones who made the quarter."

From a recent Mad Money show: "I can't get behind a furniture play. I want you to be careful with HNI. I don't like it."

From a recent Mad Money show: "No, I don't like that group. Wall Street is always excited about that group, but Wall Street is WRONG!"

From a recent Mad Money show: "You have to buy this one. Obama likes defense too and I feel very strongly that this one's a buy here."

From a recent Mad Money show: "It's acting poorly and it's driving me crazy. But in six months EMC will be allow to sell its shares of VMware (VMW) and then you'll start to see the value come out."

From a recent Mad Money show: "This one's just too tough here -- it uses too much gasoline. I cannot touch this one."