1. Steel and lumber prices have shot up in the past 3 months. The question is whether or not Miller has been hit or will be hit shortly with price increases. (Note: MLHR uses lots of steel)
2. Ariel Capital management is an African-American managed firm that caters to African-Americans. When MLHR shut down the Georgia facility they wiped out a significant amount of their diversity, especially at the lower to middle management level. The question is how have they spun this with Ariel (if they have)and how will Ariel react.
If they can navigate through this quarter and next, then things should start looking up again in the summer.