An example of a core holding that Crane bought in October 2004 is, appropriately enough, Core Laboratories (CLB) -- a Dutch company that provides evaluation services to the oil and gas industry. Because the company helps energy producers maximize their reserves and production, Core Labs is a "perfect play on the supply constraints we are seeing in the energy business," Crane says. The company has a "great track record of consistent performance and should see 10%-plus earnings growth this year. The stock trades at 17 times 2010's earnings estimate of $5.32 a share.

9.8

good comp.

as big oil has increased difficulty adding to reserves, this companies skill set enjoys growing demand

Very strong fundamentals

This took a hit today with the price of oil. This can really romp on days.

Core Laboratories ()

Same with the big oil momentum stocks like Core Labs (CLB) and Transocean (RIG). Schlumberger (SLB). Smith International (SII). And of course the coals.

Cramer: Infrastructure Is 'the' Play in 2008
FMC Tech's recent contract gives us another reason to love infrastructure.

Click here to watch the video.

Provides means of getting every last drop of oil possible from a site

OIL WILL GO DOWN