"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


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and called


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"one of the better plays." The company is a "survivor," he said.

For software plays, he recommended


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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



At the time of publication, Cramer had no positions in stocks mentioned.

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