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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 Toll Brothers Inc. 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 KB Home 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 Chesapeake Energy Corporation Report

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and sell

Southwest Energy

(SWX) - Get Southwest Gas Holdings Inc. (DE) 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.

Jim Cramer is a director and co-founder of He contributes daily market commentary for's sites and serves as an adviser to the company's CEO. Outside contributing columnists for and, 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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