i think there's a lot of tailwinds for centene. i think unfortunately the pandemic has created a lot of demand for behavioral health services and i think centene and others are well positioned for that. >> certainly one of the sad other stories with many sides to the story. we appreciate you getting up early and coming on and laying out real world advise. see you again in 2022. thank you very much. >> same to you. >> we'll dig into what is likely the most important stock in the world, it is also the biggest, a name we just referenced with dan. there's some video, you can probably guess what it is. we'll talk apple >>> the travel flight-mare rolls on thousands more flights cancelled. is it going to get better? >>> later on, much more on the record breaking quarter for tesla. that stock up in the pre-market. we're back on "worldwide exchange" right after this here. aspercreme arthritis. full prescription-strength? reduces inflammation? thank the gods. don't thank them too soon. kick pain in the aspercreme. you could fret about that e

time for a check up on a health care trade a few weeks back carter and mike gave us the down low on centene is this stock worth more or less than it was three and a half years ago as an enterprise, as a business. in principle more. when you consolidate like this it represents multiple compression and at some point it gets too cheap and it breaks out. i think that's exactly what's going on here. >> i was looking at the june 80 calls those were about $7.10 when i was looking at those and then selling of january 85 calls against it collecting about a $1.15 net-net spending about $5.95 for this >> since then, the stock is up more than 10%. carter, what are your thoughts on this one? >> i'll break out. the question is after break out like this is that it i would say, no, it's such a big base from which it is moving higher stay long, be long. >> mike, is that what you're going to do? >> yeah, i think so. and the other thing is notice it got very close to that 85 strike that's going to be expiring next month. my inclination is to stay in this thing and of course once that short call rolls off and

. >> i'd probably lean towards centene we talk about this in health care and so forth, any time i hearne interested in something like this, the possibility of it being there, it's something we all want to find out if there's any creditability to that. i think that stands out the best for me. >> yeah. tim, gap >> not so much, i mean, look, i think it's a case where, forget the technical aspects of leaving and adding dynamics whether constellation or gap i just think gap is a story that was a restructuring, broken story, so to speak, not restructuring from the balance sheet but restructuring in terms of what they're doing with their retail footprint, their mall leases, their brick and mortgagor versus online business, i think you squeezed a lot of excitement in this stock, i don't think there is a lot of excitement in next 12 to 15 months and issues around labor and high real estate cost people are not pricing in aggressively enough. >> all right coming up, gamestop or bust? one hedge fund going long last year paid off in a very big way, exclusive comments from the man who made that bold