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Sign of Data-Shufflers' Dominance

By Jim Cramer

 About this article:
 Little item, big statement. Next week the S&P 500 will give Louisiana-Pacific the boot and replace it with Fidelity National Information Services. We old-timers remember LP as one of the major companies out there, just a behemoth of wallboard and wood, one of those companies that was instrumental to the U.S. economy. Housing starts good? Buy LPX. Housing starts bad? Short LPX. Oriented strand board strong? Buy LP. That this company could be relegated to the S&P madcap after its years as the other standard bearer in wood products, beside International Paper now that Georgia-Pacific is private, can only be described as an incredible minimization of companies that make things in the eyes of the market, for the S&P people respond only to size. But in some ways, it's not as significant as the decision to add Fidelity National. This company is one of what would seem to...

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