Investors are losing that Nucor smell as the steelmaker’s shares fall 23% on a profit decline – even as the rest of the sector remains on a tear. Nucor CEO Dan DiMicco joins the guys on the Fast Line.

Nucor (NUE) is the second-largest steelmaker in the U.S. DiMicco says the profit loss can be blamed on the weak auto and housing markets. But there isn’t much the company can do to turn around these industries, so it must leverage itself as much as possible to the growth areas, like the global infrastructure boom, that are boosting other steelmakers.