Put Oils on Your Buy List: COP, CVX, XOM.

If oil's ever going to go down, it's right now.

We are not going to invade Iran if they aren't doing anything nuke-wise. Take that worry off the table.

We have had four months of Iraq going well and it eventually has to lead to more pumping.

We are in the zone where everything is more competitive than oil.

We just had a check on Chavez in Venezuela.

We have no outages in Norway or Nigeria.

The winter so far has been relatively mild.

The world's growth is slowing, as we know from every single article we have read.

Oil prices at the pump are now so high that consumption must be cutting back.

This is crunch time.

And I don't think oil's coming down. I have long held that it is supply that is the problem, not demand. The lack of a decline in the drillers and the big advances in the solars and the ags -- derivatives of oil -- tells me I am going to be right.

So do the slow climbs back in Conoco (COP - commentary - Cramer's Take) and Chevron (CVX - commentary - Cramer's Take) and Exxon (XOM - commentary - Cramer's Take) and Marathon (MRO - commentary - Cramer's Take). These stocks have fallen out of favor because oil didn't breach $100, which is silly because their earnings are going to be explosive and their cash flows are going to be great. The only thing that should hold them back is the potential for Hillary Clinton to triumph next year because she is vehemently opposed to these companies, judging by her rhetoric.

I am waiting for the big declines in oil. I am waiting for the inevitable decline in crude to less than $80 a barrel that I keep hearing about, or maybe a return to the $60s or $70s if the dollar strengthens.

I don't think it will happen. I think all of these oils are buys.

All of them.

I still believe that the domestic natural gas producers -- distinguished from the oils in this piece -- struggle, as do the Gulf of Mexico drillers.

Everything else, though, including the Transoceans (RIG - commentary - Cramer's Take) (that name itself dropped hard on news of the financing last night ) remains on my buy list.

Random musings: My new book, Jim Cramer's Stay Mad for Life: Get Rich, Stay Rich (Make Your Kids Even Richer), is on sale today! Hope I'll see you getting it signed tomorrow night, Wednesday, Dec. 5, at 7 p.m. EST in New York City's Union Square Barnes & Noble, 33 E. 17th St. Check it out before you buy: I've posted some sneak previews, with more to come every day. Read the book intro and the first and second rules of getting and staying rich.

At the time of publication, Cramer was long ConocoPhillips and Transocean.

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