NEW YORK (TheStreet) -- "People are spending again," said Jim Cramer on CNBC's "Stop Trading!" segment on Tuesday. "Nobody wants to talk about it, but people are spending again."
He said that
, with the "great number" it reported today, is joining
"It's just going to be a very strong holiday season," he said. "None of these companies have excess inventory, so they don't have to dump stuff."
He said there's a "colossal fight" going on between
and the suppliers" -- "and right now the suppliers are winning."
"We're seeing power shifting from the Wal-Marts," he said, "to the
Black & Deckers
He also recommended
, which he said has a "substantial tool division."
There's another war, Cramer said, among phone companies, particularly
. "These companies hate each other!" he said.
. It "reported a great quarter," he said. "I would go buy that."
-- Written by Rebecca Corvino in New York.
(Editor's note: At the time of publication, Cramer had no positions in stocks mentioned for his Action Alerts PLUS charitable trust.)