wilbur ross, you know him. what do you think of him?part of the group that tried to get him to rup for president last time. so i was disappointed when he didn't. i do feel he went a little too far with the president, to be thankful, to be polite is one thing. i think he embraced him a little more than he needed to but i don't think that is a fatal sin. >> could i point out cpac didn't invite chris christie who did not raise taxes as governor. they are inviting bob mcdonnell who just passed the largest tax increase in virginia. >> very controversial. >> and also a medicaid expansion and seems to be an identity crisis at cpac. >> i don't think this medicaid -- that's a good point. i don't think this medicaid thing should be used as a litmus test. that's a state by state decision. have you sandoval is -- these are republicans, sandoval, kasich, rick snyder of michigan, rick scott of florida also endorsed and jan brewer who is a tea party person. scott was a tea party person. they're taking medicaid money. this really should be to me a cons

join us live on our show, wilbur ross will tell us what the recent flurry of m&a activity means for the market, 1:00 p.m. today only online at futur futuresnow.cnbc.com. back over to you. >> we'll see you at the top of the hour. finish up, netflix. monster winner lately. >> i remember last time i was here with you i was sort of pounding the table on it at 53 bucks saying i think it could be the next decade's amazon ten years ago, another 20-bagger. it's a better business than amazon, a three-bagger later i have i think the 20-bagger scenario over the next ten years is more likely. the company is going gangbusters. when a stock triples you have to take profit so i've sort have been trimming it back, a wide range of outcomes, more downside at 185 than 153 so it's about a 4% position and i like it there. got a lot of upside optionality. >> icons made a killing in netflix in a short period of time. quickly, nokia, short. >> yes. >> baker is going to disagree with you but why? >> got a $15 billion market cap and rallied off its lows but i don't think there's any room for a new type of phone