unitedhealth is one of your picks.tually up about 8, so it's been a decent performer, and it's the health care. what do you see at unitedhealth right now? >> as we look into 2023 -- and there's a lot of uncertainty with the economy -- you also want to be defensive in your portfolio, and that's why we like unitedhealth, up 8% this year. strong dividend. they just reported a great quarter this third quarter. and if you look at the next three years, their growth rates are double digits. so if you want to be defensive like we are for our clients, health care is the place to be. cheryl: interesting. yeah, that's for sure. north. run grumman, stock the up about 39% -- northrup northrop grumman. what do you like about this one? >> what i like most is when congress can't agree on anything, they're actually increasing president biden's proposed budget for 2023 under the defense category. and if you look at northrop grumman is in that defense category, able to capitalize on that going forward. they just unveiled the b-21 bomber,

unitedhealth, alumina, the sugar deal, a lot of things. just because they moved to block a deal does not mean it will be blocked. this administration is taking an aggressive view of this. in all candor, i'm not sure that it's all that more aggressively done than the trump administration. it is just a factor. the microsoft deal, i know people were acting like that was surprising, i would have been surprised if they said ok it is microsoft after all. you have to take a look at it. do they have to sue? i don't know. i do not think that has really changed. there is a little bit more rhetoric. ed: we were talking about the big names out there going shopping because they see opportunity. the other side of the table there are those that are the for -- under duress. when we think about the market right now in the market 2023, what role does the for seller play in global activity? >> usually, it is when things bottom. it is the for sellers that start the level of activity. usually it is because of overleveraged. that will not be the case this time.

. >> unitedhealth is the one have a happy new year. >>> coming upton show, they're often called the engines of economic growth in this country, so how are small businesses feeling about the world heading into 2023? we'll bring you a snapshot of that small business sentiment coming up next. >>> as we head to break first, we're watching shares of tesla again today. shocking the stock dropping another 11% during yesterday's session it's now on track for its worst month, worst quarter, and worst year on record now, that tesla market cap, just to give you an idea what we're talking about right now is $345 billion. ay tedstun you're watching "worldwide exchange" right here on cnbc why are 93% of sleep number sleepers satisfied with their bed? maybe it's because you can gently raise your partner's head to help relieve snoring. so, you can both stay comfortable all night. the queen sleep number 360 c2 smart bed is only $899. save $200. ends monday just look around. this digital age we're living in, it's pretty unbelievable. problem is, not everyone's fully living in it. nobody should have to take a