Cramer commented on the paper industry last night. He seems to be saying that every stock related to the industry is cyclical, and will get totally demolished in an economic slowdown. But at the same time, he's saying these stocks are very undervalued right now, and the only people who know this are the CEO's of the companies themselves. So what the hell am I supposed to do with this conflicting commentary? Beats me. I think you have to be psychotic to understand Cramer sometimes.