NEW YORK ( TheStreet) -- I was talking Wednesday with Jim Cramer about natural gas, which has had a stellar run in price in the last several weeks, breaching the $4/mcf price twice.While I have watched the price of natural gas rally from $3.50 to $4, I did not believe that it represented a structural change in what has been a depressed profile for nat gas. And while $4 is not a particularly high price for natural gas given its historical price over the last decade, I do believe we now have some structural reasons to believe that the bottom has been put in on natty.
And that's likely where you'd need to go for a good stock to play this nat gas move, although those names, including Cabot Oil and Gas (COG), Range Resources (RRC), Southwestern Energy (SWN) and EQT Corp. (EQT) have already rallied strongly. I talk more about the nat gas opportunity with Jim in the video above. Follow @dan_dicker This article was written by an independent contributor, separate from TheStreet's regular news coverage.