"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


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



(BTU) - Get Report

. "I'd rather be in


(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


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

Also, "the problems at


(S) - Get Report

are great for


(T) - Get Report

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

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

Jim Cramer is a director and co-founder of TheStreet.com. He contributes daily market commentary for TheStreet.com's sites and serves as an adviser to the company's CEO. Outside contributing columnists for TheStreet.com and RealMoney.com, including Cramer, may, from time to time, write about stocks in which they have a position. In such cases, appropriate disclosure is made. To see his personal portfolio and find out what trades Cramer will make before he makes them, sign up for

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