This column was originally published on RealMoney on Feb. 27 at 10:46 a.m. EST. It's being republished as a bonus for TheStreet.com readers. For more information about subscribing to RealMoney, please click here.

Looking for a safe haven? Who has pricing power that won't be eroded by

this China news? Who has long-term visibility? Cereal companies? Drug companies? Aerospace? Farming? Hardware?

Nah,

oil service!

I'm not kidding, these companies have the longest contracts, the most visibility and a fantastic long-term outlook.

I believe it's important to recognize that there is a

ton

of oil out there but only a couple of companies have rigs that can reach it, most notably

Transocean

(RIG) - Get Report

and

GlobalSantaFe

(GSF)

. We need service companies, and

Halliburton

(HAL) - Get Report

just announced one of the biggest buybacks -- go read the fine print of the

KBR

(KBR) - Get Report

exchange. We need seismic and tech and more rigs; that's

National Oilwell Varco

(NOV) - Get Report

.

These stocks have what people want: a long-term view with built-in estimate increases as long-term contracts roll over and as we get better rates -- because with oil above $50, drilling as deep as possible works.

At the time of publication, Cramer was long Transocean and Halliburton.

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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