TheStreet's Jim Cramer says one of the themes investors should pay close attention to is oil and the opportunities for investment it presents. Cramer says he's a buyer of Noble Energy (NBL) for his Action Alerts PLUS portfolio because of Noble's holdings in Colorado. He says he is also a fan of National Oilwell Varco (NOV) because drilling companies need the new equipment that NOV makes to drill. Cramer says he is also a fan of EOG Resources as a way to play the oil space.

At the time of publication, Cramer was long ___.

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