Marcellus Shale. Ghana. Brazil. Wherever the oil and gas is. Wherever the chances to boost output.
That's Anadarko
(APC)
.
Fifteen percent growth or higher for many years. That's Anadarko.
Creating value for shareholders. That's Anadarko.
IPO of Western Gas. That's Anadarko.
And more important, it is notExxon Mobil
(XOM)
.
Anadarko is one of six companies, including Apache
(APA)
, Southwestern
(SWN)
, XTO Energy
(XTO)
, Chesapeake
(CHK)
and Devon
(DVN)
(El Paso
(EP)
is threatening to join them!) that are believers.
These companies recognize that natural gas is the fuel of the future, the cleanest of the logical baseline (non-peak, everyday worker energy) fuels -- coal, oil and Natural gas.. These companies know what a joke ethanol is. They know that the politicians are more focused on clean renewables that use more energy than they make.
I am adamant that this is the year of natural gas. And I simply won't stop. These producers, and those who drill for natural gas, are electric.
They are the best place to be.
Random musings:Disney
(DIS)
and Cisco
(CSCO)
are clean, although later against lowered expectations. ... Oh, and Ultra Petroleum
(UPL)
after the close -- beautiful number. Beautiful.
At the time of publication, Cramer was long El Paso and XTO Energy.Jim Cramer is a director and co-founder of TheStreet.com. He contributes daily market commentary for TheStreet.com's sites and serves as an adviser to the company's CEO. Outside contributing columnists for TheStreet.com and RealMoney.com, including Cramer, may, from time to time, write about stocks in which they have a position. In such cases, appropriate disclosure is made. To see his personal portfolio and find out what trades Cramer will make before he makes them, sign up for Action Alerts PLUS. Watch Cramer on "Mad Money" weeknights on CNBC.
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