This column was originally published on RealMoney on April 10 at 10:05 a.m. EDT. It's being republished as a bonus for TheStreet.com readers. For more information about subscribing to RealMoney, please click here.

When will the drilling for natural gas pick up again? Natural gas has been persistently high for some time. The creep up in the group makes it clear that things are getting better.

Take a look at the gains in

Chesapeake

(CHK) - Get Report

and

Southwestern Energy

(SWN) - Get Report

.

Devon's

(DVN) - Get Report

ramping, only in part because of takeover chatter. Truly impressive.

More importantly,

Nabors

(NBR) - Get Report

and

Halliburton

(HAL) - Get Report

are up nicely from their preannouncements.

I think there's something big afoot here. I believe that natural gas, which has been the weakest component of energy, is on the definitive mend.

I would stop selling Nabors and, if you haven't bought any, a step-up of Halliburton buying. The latter is still 50% levered to nat gas, although that's going down. It's killed the company.

I bet we have seen the bottom in the lack of interest and lack of drilling for nat gas.

Time to buy.

Random musings:

Doing some cool video with James Altucher this a.m. You might want to check it out later. These have been very compelling videos, according to the feedback I'm getting.

At the time of publication, Cramer was long Halliburton.

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