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Neidorff said that Centene had a successful year with Obamacare this year, despite efforts by Washington to curtail them. He said their direct enrollments worked well and re-enrollments were also strong.
Neidorff called the recent disruption in Washington state enrollments a "tempest in a teapot," as the entire dispute lasted a total of eight hours before it was resolved.
When asked about the overall state of healthcare, Neidorff said that sadly, the debate has shifted from policy to politics, which has led Centene to deal with the facts as they have them today. It's impossible to plan in the current environment, he said.
Neidorff said his company's acquisition of Fidelis is going according to plan and he expects the deal to close on April 1.
Cramer said the weakness in Centene's stock was a gift for investors.
Over on Real Money, Cramer says Janet Yellen's transparency has been good for markets. Get more on Cramer's insights with a free trial subscription to Real Money.
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