NEW YORK (TheStreet) -- The 60% jump in profit reported by toymaker Legos "is part and parcel of what I'm seeing when I speak to retailers," said Jim Cramer on CNBC's "Stop Trading!" segment on Monday. "

It's a shift away from expensive video games such as

Activision's

(ATVI) - Get Report

"Guitar Hero" and

Electronic Arts'

( ERTS) "Rock Band," Cramer said, and a shift "back to basics," with a focus on low prices and value.

He said the trend is being seen in retailers such as

Gap

(GPS) - Get Report

and

Jones Apparel

(JNY)

and toy companies such as

Hasbro

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.

Turning to homebuilders, Cramer said that he's been skeptical of them in the past but that the "big macro data has to be balanced" with

Toll Brothers

(TOL) - Get Report

CEO Robert Toll's recent conference call comments. "Bob Toll is telling you, 'Look, we're at this high-level price point, and we've had more traffic than we've had in years.'"

And as for

Citigroup

(C) - Get Report

, Cramer said: "The stock won't come in. Why won't it come in? Because it's working and cheap."

-- Written by Rebecca Corvino in New York.