Jim Cramer's 'Stop Trading!': Ride the Coal Train

Buy Norfok Southern (NSC Quote) and CSX (CSX Quote) as a play on U.S. coal exports, Jim Cramer said on CNBC's "Stop Trading!" segment Friday.

Cramer noted that the two railroad companies are crucial in the transport of coal to ports.

"There's a worldwide coal shortage," Cramer said. "We don't like it in this country and the Democrats don't like it ... these are exports."

Cramer acknowledged that there has been some increase in the companies' capital expenditures, but the railroads are "making money hand over fist because they're a jolly happy oligopoly. ... Union Pacific (UNP Quote) is breaking out here. ... How are you gonna get the coal to the ports? You can't use trucks." Overall, Cramer had a very bullish outlook on the sector. "Big picture, they're making so much money, they can power back." ...