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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

(RL) - Get Ralph Lauren Corporation Class A Report

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

Nordstrom

(JWN) - Get Nordstrom, Inc. (JWN) Report

,

Coach

(COH)

,

Tiffany

(TIF) - Get Tiffany & Co. Report

and

Williams-Sonoma

(WSM) - Get Williams-Sonoma, Inc. Report

.

"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

Wal-Mart

(WMT) - Get Walmart Inc. Report

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

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

TheStreet Recommends

Black & Deckers

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and the

Stanley Works

(SKW)

."

He also recommended

Newell Rubbermaid

(NWL) - Get Newell Brands Inc. (NWL) Report

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

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

AT&T

(T) - Get AT&T Inc. Report

and

Verizon

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

He recommended

American Tower

(AMT) - Get American Tower Corporation Report

. 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.)