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Jim Cramer: The Energy Stocks About to Explode

Jim Cramer: The Energy Stocks About to Explode

Stockology Insider
Analyzed Watch on YouTube Requested On
Video return
-1.12%
Calls
6
Buy / Sell
5 1
Published

Recommendations

Entry is the asset's closing price on the publication date. Current is the last close on record.

  1. 01 XOM NYSE SELL -4.36%
    Entry $148.36 20 Jul 2026
    Current $154.83 06 Aug 2026
    Result −$6.47

    Don't buy the majors, though.

  2. 02 VLO NYSE BUY -3.29%
    Entry $313.31 20 Jul 2026
    Current $302.99 06 Aug 2026
    Result −$10.32

    I like Valero the most pure play.

    Context the winners are the refiners that can raise prices at the pump immediately, which means Valero, Marathon Pete, and Philip 66 should be bought. They're the best performers.

  3. 03 MPC NYSE BUY -3.80%
    Entry $315.31 20 Jul 2026
    Current $303.33 06 Aug 2026
    Result −$11.98

    which means Valero, Marathon Pete, and Philip 66 should be bought.

    Context the winners are the refiners that can raise prices at the pump immediately, which means Valero, Marathon Pete, and Philip 66 should be bought.

  4. 04 PSX NYSE BUY -1.94%
    Entry $208.80 20 Jul 2026
    Current $204.74 06 Aug 2026
    Result −$4.06

    which means Valero, Marathon Pete, and Philip 66 should be bought.

    Context the winners are the refiners that can raise prices at the pump immediately, which means Valero, Marathon Pete, and Philip 66 should be bought.

  5. 05 DLTR NASDAQ BUY +2.61%
    Entry $126.38 20 Jul 2026
    Current $129.68 06 Aug 2026
    Result +$3.30

    That's why I like Dollar Tree.

    Context The trickiest trade though, and the one I like the best, is return to the discounters. The dollar stores are naturals. I went to my favorite Dollar Tree this weekend.

  6. 06 TJX NYSE BUY +3.15%
    Entry $155.70 20 Jul 2026
    Current $160.61 07 Aug 2026
    Result +$4.91

    But the best two retail stocks I think are Walmart and TJX.

    Context But the best two retail stocks I think are Walmart and TJX. Two that are I I got to tell you two that I think always bounce back in this kind of environment.

Full Transcript
jumps like it did today and expect to do tomorrow and the next day if President Trump lives up to his word to hit Iran and then hit Iran again. Wall Street's not a very creative place, people. It doesn't try to match winners with real events. It just does everything it can to epitomize the obvious in a completely knee-jerk fashion. Oil prices go up. Don't buy the majors, though. They make money in some things and don't make money as many in many others. People try to shoe or Kanico into the mix. The winners are the refiners that can raise prices at the pump immediately, which means Valero, Marathon Pete, and Philip 66 should be bought. They're the best performers. The integrated oils are among the worst. I like Valero the most pure play. Remember, there are limited number refiners. They can export gas if they want to make even more money than selling it here. Best of all, there aren't going to be a lot of new refiners built anytime soon because it takes ages and ages to get even in the approval process. And Greenfield refinery plans are almost never approved. But there have been plenty of refineries that have been shuttered chiefly in California. It's a tremendous business if the straight of rems closed. How about the other winners? Dow's a case of knocking out the competition. The Persian Gulf is home to the chemical company's largest competitors. Some of their product now goes offline causing massive price increases across the industry. Pure profit for DAO. Other product has to be raised in price. Meanwhile, Dow uses domestic energy, which is a lot cheaper. Total win. Same with Mosaic, the fertilizer maker. Golf companies produce a ton of fertilizer. It's a commodity product. Iran shuts down the Gulf. Mosaic becomes a lowcost producer instantly. The trickiest trade though, and the one I like the best, is return to the discounters. The dollar stores are naturals. I went to my favorite Dollar Tree this weekend. It's ridiculously cheap for so many things. I season on the movie candy aisle so I can watch Cape Fear with all the dollar snow caps I want. The seasonal fair is just perfect. That's why I like Dollar Tree. My Dollar General on the other hand is often poorly stock. What can you do? But the best two retail stocks I think are Walmart and TJX. Two that are I I got to tell you two that I think always bounce back in this kind of environment. Walmart didn't have the best quarter, but it's rolling back prices in a way that should bring people right back to the stores. The real bargain though is TJX, which the Chapel Trust owns. It put a remarkable quarter, sharply better than expected. It's a trade not on price, but on excess merchandise. If the big dog department stores are stuck with unsold inventory, they sell it to TGX for pennies of the dollar. TGX then sells it to you for quarters of the dollar. It was a remarkable trade until it ran right into the buzz saw that came from lowered oil prices. Now that oil's going back up, you might I'm not kidding. You could get a quick 10 in TJX. What else? I know that the airlines supposed to go down when oil goes up and I don't want to tempt that group. Uh, and to talk against my charitable trust book, the aerospace stocks, they will get hammered. But if you're like me and think this wholesale increase in gasoline will ultimately get rolled back. I think they're actually the ones that are best to buy by Thursday. So get ready.

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