Cramer's 'Stop Trading!': Kohl's

"I think the consumer's back," said Jim Cramer on CNBC's "Stop Trading!" segment on Thursday.

He said that Kohl's(KSS Quote) "had an unbelievable number" and should be an example to investors. "People should look at Kohl's and say, 'You know what? We're too negative.'"

"The fact is, people are spending, not hoarding," said Cramer, and he said stocks such as Ross Stores(ROST Quote), J.C. Penney(JCP Quote) and Nordstrom(JWN Quote) confirm it.

As for real estate, Cramer said that the likelihood that foreclosed property will be up for sale on eBay(EBAY Quote) in January is also a good sign. "eBay could revolutionize the Florida real estate market," he said. "I regard this as very positive. It's also positive for eBay," which Cramer owns for his Action Alerts PLUS charitable trust.