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Stocks discussed on Jim Cramer's Stop Trading! TV segment, Thursday August 27.

Ultra Petroleum (NYSE:UPL), Clean Energy Fuels (NASDAQ:CLNE), AIG (NYSE:AIG), Boeing (NYSE:BA), Honeywell (NYSE:HON), Citigroup (NYSE:C), AIG (AIG), Precision Castparts (NYSE:PCP), Alcoa (NYSE:AA)

Natural gas futures may sit at a mere $3, but Cramer thinks that figure could rise to $5 or $6 if the government subsidizes the fuel. After speaking with Ultra Petroleum CEO Michael Waterford, Cramer thinks it seems more likely that government vehicles are going to be fueled mainly by natural gas, and that the trend will spread into the private sector. He noted Clean Energy Fuels was up over 17% on Thursday.

Cramer sees fund manager John Paulson's purchase of Citigroup shares as a sign that the mortgage market is improving. Paulson has shorted mortgages in the past, and it is no secret that Citigroup has its share of bad loans. However, Cramer takes Paulson's bullishness on the stocks seriously and noted the stock's 9% climb on Thursday.

AIG's 31% rise in share price was mainly due to a short squeeze, but the CEO's refusal to sell assets on the cheap was also a contributing factor.

Although Boeing's Dreamliner has been long delayed, Cramer predicts it could be released before the year is out. In addition to Boeing, Honeywell, Alcoa and Precision Castparts will see a significant upside on the release; “These are companies that exist for Boeing to ship."

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Source: Cramer's Stop Trading! Follow Paulson into Citi (8/27/09)