"I think there are a lot of things that are happening individually and in individual stocks that are quite exciting," said Jim Cramer on CNBC's "Stop Trading!" segment on Thursday. "I'm seeing rehiring. I'm seeing a little more consumer spending."

Housing numbers are a good sign, too, he said. "That's how you get Fortune Brands ( FO) to $39. That's how you get Whirlpool ( WHR) snapping right back."

He said that stocks such as Black & Decker ( BDK) and Masco ( MAS) are likely too cheap, and Sears ( SHLD) is "way too cheap" at $68 and could go to $80 or $85 on a housing rebound.

Tupperware's ( TUP) product line reinventions are "kind of like Coca-Cola ( KO) going to Vitamin Water," he said. Tupperware missed for a couple of quarters, attracting the short-sellers, he said, but the stock's "not done going up. It's got more room."

Philip Morris ( PM) "is still a cheap stock with a very good yield and the best management in the industry," said Cramer. The key is that overseas, smoking is not thought of as a taboo the way it is in the U.S. "It's a great growth story in an area where we don't like it politically, but we sure should like it financially," he said.

Everyone's forgotten about Johnson Controls ( JCI) because it reported its quarter last week, but Cramer recommended circling back and buying.

Finally, Cramer said that Celgene ( CELG) "had three quarters where they missed, and everybody got fed up." Then, some "really good trials" sent the shorts scrambling.