The agriculture sector may be a "great long-term thesis," Cramer said during Stop Trading! Wednesday, but “it's just not coming together right now."
Deere , Potash, Bunge and Monsanto are all down today. Agrium, though, which reported a strong quarter, has seen gains. The stock climbed almost 6% Wednesday, with less than an hour to go in trading.
Deere and the rest of its cohort will need $100 to get their stocks moving again, Cramer said, though he likes them for the long term. Of all the ag plays, he’s most bullish on the fertilizer companies, Agrium and Mosaic. "Those may be the best ones right now."
Cramer also recommended three natural gas stocks today: United Petroleum, Anadarko and Apache. He said China’s demand for coal is forcing U.S. utilities to adjust. And they’re switching to nat gas.
That’s why Cramer called 2008 the year of natural gas, “and it's really playing out."
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