I like paper even more. I don't see a compelling reason as to why a couple of Nordic paper producers (Arctic Paper, Norske Skog) are trading at PE 1-3 based on last years earnings. People seem to flee that industry even more than oil. I don't get it. Sure, people aren't printing or reading as much, but that's nothing new. We may stop using oil dramatically in 5-10 years. We won't stop using paper in the next one hundred.