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

He said that

Kohl's

(KSS) - Get Report

"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) - Get Report

,

J.C. Penney

(JCP) - Get Report

and

Nordstrom

(JWN) - Get Report

confirm it.

As for real estate, Cramer said that the likelihood that foreclosed property will be up for sale on

eBay

(EBAY) - Get Report

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.

(Editor's note: At the time of publication, Cramer owned eBay for his Action Alerts PLUS charitable trust.)