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NEW YORK ( TheStreet) -- Coal used to be the bedrock of the rail business, but today's hot commodity is now oil, Jim Cramer told Debra Borchardt at TheStreet.com Wednesday. That shift means it's time to re-order Cramer's favorite rail stocks.

Cramer said Kansas City Southern ( KSU) remains his favorite rail because the company's lines run directly from the Bakken to the Gulf and also from Mexico into the U.S. His next favorite would be Burlington Northern, now part of Berkshire Hathaway ( BRK.B), followed by Union Pacific ( UNP).

Cramer said he's not a fan of Norfolk Southern ( NSC) or CSX ( CSX) because both of those rails are levered to the ailing coal market.

When it comes to fracking, however, Cramer is bullish on companies including Heckmann ( HEK) and the pipeline players such as Enbridge ( ENB) and Kinder Morgan Energy Partners ( KMP)

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-- Written by Scott Rutt in Washington.

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At the time of publication, Cramer's Action Alerts PLUS had no positions in the stocks mentioned.

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