"I think coal's deeply entrenched in our country, good or bad," said Jim Cramer on CNBC's "Stop Trading!" segment on Monday. "But natural gas is too cheap."
He liked such nat-gas plays as Anadarko (APC - Get Report) and Southwestern (SWN - Get Report) and called Chesapeake (CHK - Get Report) "one of the better plays." The company is a "survivor," he said.
For software plays, he recommended Adobe (ADBE - Get Report) and Intuit (INTU - Get Report) on their "really strong quarters." "Even though we're down today and things look a sloppy," he said, "there are a lot of funds that are investing in software and the Nasdaq."