Mike Harris

what would you guys call out as potential gaps in that portfolio?

what happened or didn't happen between March 20 and quarter end that resulted in what appears to be roughly, I don't know, $40 million to $60 million after-tax windfall?

what else contributed to the squeeze in? Maybe speak to any structural cost increases versus what may be transient

How should we think about what that could potentially do to your cost structure

Of the record shipments you saw in the third quarter, were there any material onetime sales included in that

Is that the same? Or is it a separate sales force? And if the latter, how should we think about the potential SG&A impact

can you provide a bit more color on what's behind the $19 million in unrealized gain losses