Oil Bears Will Keep Getting It Wrong

So much for the oil selloff. Remember that? Remember how the bears were saying the run was over? They will be back again on either a high inventory oil or nat gas number.

I urge you not to listen to their sirens until we get to $150. Then I am all ears, because at that point, plants-based ethanol is cheap and solar panels are like Saudi Arabia.

Look at these stocks. Look at an Occidental (OXY - commentary - Cramer's Take) or a Conoco (COP - commentary - Cramer's Take). These companies are printing money.

Now, also think about natural gas, as I mentioned before, and go back to what the Owens Illinois (OI - commentary - Cramer's Take) CEO said: It is getting hard to get. We don't want shortages of any fuel as that cuts to reliability, but it is important for a piece of the puzzle to buy Ultra Petroleum (UPL - commentary - Cramer's Take), Southwestern (SWN - commentary - Cramer's Take), Devon (DVN - commentary - Cramer's Take), Chesapeake (CHK - commentary - Cramer's Take), or the obvious XTO (XTO - commentary - Cramer's Take), Apache (APA - commentary - Cramer's Take) and Anadarko (APC - commentary - Cramer's Take) on any weakness. Don't forget El Paso (EP - commentary - Cramer's Take), it is being left out of the party.

Now, I again want you to consider wind. You know I like Broadwind (BWEN - commentary - Cramer's Take), that just keeps getting cheaper vs. these high oil prices. And take a look at Owens Corning (OC - commentary - Cramer's Take) and Trinity (TRN - commentary - Cramer's Take) for parts, and Quanta Services (PWR - commentary - Cramer's Take) for installation. Finally, do some work on Clipper, a British company, and prepare for the British invasion.

The oil bears just keep getting it wrong. They didn't listen to any of the driller conference calls. They're very bad.

Random musings: I am thinking that China will now become a huge net importer of stuff for the rebuild. And a seller of our Treasuries.

At the time of publication, Cramer was long ConocoPhillips, El Paso and XTO.

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