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
"Guitar Hero" and
( 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
and toy companies such as
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
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
, 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.