"I think coal's deeply entrenched in our country, good or bad," said Jim Cramer on CNBC's "Stop Trading!" segment on Monday. "But natural gas is too cheap."

He liked such nat-gas plays as Anadarko ( APC) and Southwestern ( SWN) and called Chesapeake ( CHK) "one of the better plays." The company is a "survivor," he said.

For software plays, he recommended Adobe ( ADBE) and Intuit ( INTU) on their "really strong quarters." "Even though we're down today and things look a sloppy," he said, "there are a lot of funds that are investing in software and the Nasdaq."
At the time of publication, Cramer had no positions in stocks mentioned.

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 Action Alerts PLUS. Watch Cramer on "Mad Money" weeknights on CNBC. Click here to order Cramer's latest book, "Mad Money: Watch TV, Get Rich," click here to order his book, "Real Money: Sane Investing in an Insane World," click here to get his second book, "You Got Screwed!" and click here to order Cramer's autobiography, "Confessions of a Street Addict." While he cannot provide personalized investment advice or recommendations, he invites you to send comments on his column by clicking here.

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