In the recent post below, Cramer breaks down the natural gas plays including DVN. “Are they lying or just stupid? That's what I think when I see oil down big. Once again, we took our cue from the oil inventories, which simply fluctuate in America week to week, but we never seem to factor in how unimportant we are. Consider this: We have about a 4% decrease in driving year over year. If that's the marginal fact that influences oil, shouldn't we be down year over year with oil? Shouldn't oil be softer than last year, when we were driving more? But the people who endlessly trade everything are so micro-focused that they never ask themselves how that can be. It is why I always urge people to buy these stocks when they are ugliest, which tends to be on the Wednesday after a big inventory number. Let me give you another heads up: natural gas is down because of an inventory build. Here's what you need to know, and I know it because I met with Spectra Energy (SE) last night and follow Williams and own El Paso (EP) for Action Alerts PLUS. We have increased storage for natural gas by about 10% year over year, but overall there is VERY LITTLE STORAGE SPACE for natural gas to begin with, so it doesn't really matter what the inventory numbers are. You catch five hot days, and that inventory is gone. What matters is simply that natural gas has historically sold at a 6-to-1 ratio, and the longer the $130 price holds, the more obvious that natural gas is way too cheap. Now, natural gas is taking big share for homeowners right now, but there are still many places where we need more power plants to be built. Yesterday there was a classic article in the Metro section of The Washington Post that residents in Western Virginia -- coal country -- are fighting to keep a coal plant from being built. They want natural gas. That's the issue right there. If the people in coal country won't build coal plants, if oil is so expensive, and if nuclear is pretty ridiculous as an alternative and solar is still not ready for prime time and wind only works where it is windy, there is only one alternative, the cheaper alternative -- natural gas. So hold your nose and buy the usual suspects -- Devon (DVN), Ultra (UPC), El Paso, Apache (APA), Southwestern (SWN), Chesapeake (CHK) and Anadarko (APC) -- because they have all been endlessly hammered and are way, way too cheap.

From a recent Mad Money show: "You need to buy more Alcoa. It's going to report in two weeks and I think it's going to be OK. At $36, I want to pull the trigger."

From a recent Mad Money show: "Anything can happen, but Wachovia is a train wreck. I do not like this stock at all."

From a recent Mad Money show: "Last quarter was good. I think it's the first in a string of good quarters. I think it's right. Pull the trigger."

From a recent Mad Money show: "I'm not worried about this one. I'm amazed this stock stays at 20. It feels like house of pain, but the dividend is safe."

From a recent Mad Money show: "We're buying Southwestern. You're pulling the trigger right here. I want you to buy Southwest and stick with it."

From a recent Mad Money show: "I want to buy Honeywell at 51 ... just too darn cheap. I like Honeywell. ... When everyone is freaking out and pulling away, I pull the trigger."

From a recent Mad Money show: "I'm surprised at the upside there. I didn't expect it. Don't have standing to opine on Marvell."