Michelle Applebaum

Strategically, both are good fits.

Strategically, both are good fits.

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.

You don't know if this will be the shareholders' choice, or a political choice. For the steel industry, this is read more

You don't know if this will be the shareholders' choice, or a political choice. For the steel industry, this is Microsoft buying Apple.

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.