In reading this news release, logic would say that allocating capital to BD would increase shareholder value. Just out of curiosity am going to try to listen to the webcast tomorrow to see if any party questions Cliffs on their ROF strategy.
http://www.stockwatch.com/News/Item.aspx?bid=U-prCL69689-U%3aCLF-20120313&symbol=CLF®ion=U