Michelle Applebaum

Strategically, both are good fits.

Strategically, both are good fits.

It's the smallest of the majors, and they have an automotive-market niche, and some people think that's extremely attractive.

It's the smallest of the majors, and they have an automotive-market niche, and some people think that's extremely attractive.

It was a blow-out quarter, they did an incredible job. They blew away the consensus (forecast), and first-quarter guidance looks read more

It was a blow-out quarter, they did an incredible job. They blew away the consensus (forecast), and first-quarter guidance looks good.

You've got to think of the value of the iron ore business.

You've got to think of the value of the iron ore business.

I don't think it's a deal killer.

I don't think it's a deal killer.