Jim Cramer's 'Stop Trading!': Buy Quanta

"As long as oil is above $100, wind stocks will work," Jim Cramer said on CNBC's "Stop Trading!" segment on Thursday. Cramer suggests that the best way to play this sector is with Quanta Services(PWR Quote) because, he said, it will get the largest share of the contracts that come out.

Commenting on Owens Corning(OC Quote), Cramer said: "This company is doing a lot of things right." He also said the company should benefit from any rise in the wind energy sector, because it makes the composites for the windmill blades used. The stock was up today, Cramer said, but only because of rumors of an acquisition. Cramer doesn't believe this acquisition will go through or that today's gain will hold, but he has a positive long-term outlook on the stock.

Wrapping up the segment, Cramer said he thinks Yum Brands(YUM Quote) is "a really great company but has great commodity headwinds." The next three months are going to be very difficult for the company, he said, but if "you can wait six months, Yum will come back strong."