"Refiners are really breaking out here, and you want to be part of that action," said Jim Cramer on Friday's "Stop Trading!" segment on CNBC. According to him, refiners have bottomed. "This group has just been crushed," he said.

He recommended

Marathon Oil

(MRO) - Get Report

. "Why go with just a pure refiner when you can go with a company that's going to be splitting, I believe?" he said.

Cramer said that a recent piece in

Time

magazine addressed a "gigantic win against coal for the environmentalists." "Frankly," he said, "if you're trying to build a coal plant in this country right now, you are going to be stopped."

This is bad news for stocks such as

Arch Coal

(ACI) - Get Report

and

Peabody

(BTU) - Get Report

. "I'd rather be in

Exxon

(XOM) - Get Report

than in coal," Cramer said.

Cramer said that if you can find a stock with a "high yield and good earnings, you get a double whammy," he said. "

Kinder Morgan

(KMP)

had an even better quarter, and I think it goes to its high."

Also, "the problems at

Sprint

(S) - Get Report

are great for

AT&T

(T) - Get Report

," Cramer said. "AT&T is a buy right here."

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

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