mikewalk us through the trade. >> i'm looking specifically at the march 23, 19 put spread. you could buy those 23 puts about 1.20 and sell the 19 strike puts against it for about 20 cents. that creates a net debit to the buyer of the put spread of 1 or about 25% of the distance between the strikes. you know i would point out these gaming stocks, carter and i talked about these, in early december, when we were bullish at the time, but they've moved almost 20 percent to the upside. you'll notice that the strikes i've chosen pretty much are looking at that movement over that time frame. so you know, looking at these things fully valued i'm trying to make a relatively inexpensive bearish bet and shorting stocks as we always know unlimited risk. >> scott, you follow this sector a lot. do you like this directional bet? >> i think this is really interesting and you mentioned the overall sector. macau about 7 times bigger than las vegas sands or las vegas strip now, so if you're going to look overseas, that's the only place you're going to find growth for i think these names. mike'