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Cramer's 'Stop Trading!': Return to Spending

Nobody wants to talk about it, says Jim Cramer, but people are spending again.

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

Ralph Lauren

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, with the "great number" it reported today, is joining


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"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


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and the suppliers" -- "and right now the suppliers are winning."

"We're seeing power shifting from the Wal-Marts," he said, "to the

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and the

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He also recommended

Newell Rubbermaid

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, which he said has a "substantial tool division."

There's another war, Cramer said, among phone companies, particularly


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. "These companies hate each other!" he said.

He recommended

American Tower

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. 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.)