Jim Cramer was "pounding the table" Friday in

CNBC's

"Stop Trading!" segment.

Falling commmodity prices will boost margins for retailers that sell into the homebuilding market, Cramer said. He said he particularly likes big retailers in the wake of the recent decline in energy and other commodity prices.

While the media wrings its hands about companies like

Best Buy

(BBY) - Get Report

being potentially overburdened with too many goods going into the holiday shopping season, Cramer said having inventory in retail right now is actually "two thumbs up."

As a result, Cramer said he is rotating into

Home Depot

(HD) - Get Report

,

Lowe's

(LOW) - Get Report

,

Sears

(SHLD)

and

Target

(TGT) - Get Report

, as he expects consumer spending to remain strong. "Wake up and smell the inventory," he counseled. "Bears are going to get overrun."

Cramer said that's partly so because the market is so healthy right now, negative headlines aside. The spring runup that peaked May 11 was narrowly focused on commodity stocks, Cramer said, as investors bet on the commodity bubble. But now that has popped, and the stocks leading the recent highs are financials, drugs and even tech.

"Everything good is running now," Cramer said. "What's not to like?"

Cramer also sees opportunity in the big auto companies despite the massive selling Friday following

Ford's

(F) - Get Report

big cutback plan. Cramer said he would buy Ford because eliminating the dividend shows that "the Ford family means business" with the latest restructuring effort.

DaimlerChrysler

(DCX)

,

GM

(GM) - Get Report

and

Toyota

(TM) - Get Report

should all rise from Friday's depressed levels as well, Cramer said.

At the time of publication, Cramer was long Sears.

Jim Cramer is a director and co-founder of TheStreet.com. He contributes daily market commentary for TheStreet.com's sites and serves as an adviser to the company's CEO. Outside contributing columnists for TheStreet.com and RealMoney.com, including Cramer, may, from time to time, write about stocks in which they have a position. In such cases, appropriate disclosure is made. To see his personal portfolio and find out what trades Cramer will make before he makes them, sign up for

Action Alerts PLUS. Listen to Cramer's RealMoney Radio show on your computer; just click

here. Watch Cramer on "Mad Money" at 6 p.m. ET weeknights on CNBC. Click

here to order Cramer's latest book, "Real Money: Sane Investing in an Insane World," click

here to get his second book, "You Got Screwed!" and click

here to order Cramer's autobiography, "Confessions of a Street Addict." While he cannot provide personalized investment advice or recommendations, he invites you to send comments on his column by

clicking here.

TheStreet.com has a revenue-sharing relationship with Traders' Library under which it receives a portion of the revenue from Traders' Library purchases by customers directed there from TheStreet.com.