We've loved General Motors ( GM : Research , Estimates ) for...

We've loved General Motors ( GM : Research , Estimates ) for a long time because we think management is doing a lot of right things, in terms of unlocking shareholder value. I think Carl Icahn has caught onto the fact that there is an opportunity there for management to keep unlocking shareholder value. The pieces are clearly worth twice today's price, and the company is going to do well through the current economic cycle.