This article originally appeared on RealMoney.com on Sept. 2, 2014 at 11:52 a.m. To read more content like this AND see inside Jim Cramer's multi-million dollar portfolio for FREE... Click Here NOW.
When we talk about the energy revolution, we always seem to stop at the production flow of the oil and gas. We care tremendously about which companies have found and are pumping the most oil, and I mention them all consistently -- outfits such as EOG (EOG) ,Continental (CLR) , WPX (WPX) , Concho (CXO) , Cimarex (XEC) , Anadarko (APC) and Apache (APA) . These are the new high-hitters, and they show no sign of letting up. That makes a ton of sense. Other than a handful of biotechs and a bunch of cloud companies, there's no real competition for growth.
We also talk about how there are companies that are going to be beneficiaries of low-cost natural gas production -- mainly outfits such as Dow (DOW) primarily, along with Nucor (NUE) and Lyondell Basel (LYB) . And who can forget the amazing move we've seen in Cheniere (LNG) ? This company hasn't even begun to sell liquefied natural gas overseas, yet it already has billions of dollars in commitments overseas for its 2016 scheduled production.
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