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


(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


(GPS) - Get Report


Jones Apparel


and toy companies such as


(HAS) - Get Report


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


(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.