Anadarko ( APC) is the "best-hedged" natural gas play and "absolutely the best-managed," said Jim Cramer on Monday's "Stop Trading!" segment on CNBC.

The stock is "getting hammered here" in spite of its being well-hedged, he said, because "Obama's discouraging drilling" and "causing great pain in the natural gas patch."

As for Peabody ( BTU), which Cramer said is in free-fall, "there's a price to be paid for being more clean." There is no such thing as clean coal, "not even 'cleaner' coal, so to speak," he said. "I think the expense of it is so radical that most people could not afford it."

There's a lot of buying in AeroVironment ( AVAV), but Cramer thinks it's "moved too much." "I'm afraid that people are clustered in thinking that this is the Obama defense stock," he said. "We've got to get over the idea that we can make money on the long side with Obama."
At the time of publication, Cramer had no positions in stocks mentioned.

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