Michelle Applebaum

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.

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

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

Strategically, both are good fits.

Strategically, both are good fits.

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.