Resilient homebuilding stocks are predicting the next boom, Jim Cramer said Monday on CNBC's Stop Trading! segment.

A recent bounce in shares of

Toll Brothers

(TOL) - Get Report

and other residential real estate plays shows that a bottom has formed in the group, Cramer said. He said the group's prospects are starting to brighten now that everyone on Wall Street is bearish, which Cramer called a bit of a "pack mentality."

"Analysts have given up," he said. But after

KB Home

(KBH) - Get Report

reports quarterly numbers Friday, investors can take advantage of analysts' negativity by buying the stock. KB's results, Cramer predicted, "won't be so bad" -- or at least not as bad as Wall Street will claim.

Cramer shrugged off the huge energy-trading losses at the Amaranth hedge fund as a case of a fund taking a "casino mentality." He added that the losses show the Amaranth guys "were as dumb as a bag of hammers."

Cramer said a good way to play the recent moves in natural gas is to buy

Chesapeake Energy

(CHK) - Get Report

and sell

Southwest Energy

(SWX) - Get Report

, which is up 20% this year but may not be adequately hedged against gas' recent decline, Cramer said.

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

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