Cramer's Stop Trading! The Game Changer for Natural Gas (3/8/10)

by: Miriam Metzinger

Stocks discussed on Jim Cramer's Stop Trading! TV Segment, Monday March 8.

Royal Dutch Shell (NYSE:RDS.A), PetroChina (NYSE:PTR), CNOOC (NYSE:CEO), Disney (NYSE:DIS), Akamai Technology (NASDAQ:AKAM), Adobe Systems (NASDAQ:ADBE), Oracle (NASDAQ:ORCL), Goldman Sachs (NYSE:GS)

Cramer said Royal Dutch Shell's (RDS.A) and PetroChina's (PTR) $3 billion bid for Australian natural gas company Arrow Energy is "an important deal" that should "re-value a lot of natural gas companies." The move to Australia may be a sign that oil and natural gas companies may want to stay away from riskier regions. "I'm waiting for Royal Dutch to come to the American market," said Cramer.

After CNOOC's (CEO) failed bid for Unlocal in 2005, the current joint deal between PetroChina and Royal Dutch might be a "game changer" and could make domestic natural gas companies ripe for acquisitions by Chinese companies.

Major news for Akamai (AKAM), Adobe Systems (ADBE) and Oracle (ORCL) is Disney's announcement that it will work with MLB Advanced Media for its technology infrastructure and operations support. Akamai, Adobe and Oracle are three companies that power MLBAM’s

“I thought this was a major win” for AKAM, ADBE and ORCL, Cramer said, “because it’s basically saying that those are the players for this [streaming] video tsunami.”


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