Catamaran Corp (CCT.TO) Buy, Sell or Hold

Catamaran Corp (CCT.TO)

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-0.00 (0.00%)

9 watching

DON'T BUY

WellCare Health (WCG-N) just bought Healthspring (HS-N). Healthspring was a big customer for this company. Management says even though the contract is running out in 2013, they are going to maintain their market share within Healthspring. He is not so sure. Expect there will be a lot of volatility.

SELL

Very successful healthcare info tech company. Yesterday they got a nasty surprise. Signa made a bid for one of their customers. This doesn’t bode well for the health of SXC. Nothing wrong with company but a big piece of company at risk. He sold half yesterday and will probably exit the rest.

HOLD

Not cheap compared to its US competitors but they have a very good product, which is totally transparent large corporations and insurance groups helping them to see what their drug costs are. Year-over-year sales growth is up 132%.

BUY

Have a very transparent system for connecting drug payers so employers with workforces can reduce overall costs. A business of economy of scale. Not cheap but have very significant cash flow. Made enough to be able to pay for a recent acquisition out of cash. Analysts are forecasting an in crease of earnings from $1.09 to $1.53 against a 30 PE. 17% ROE.

PAST TOP PICK

(Top Pick Oct 7/09, Up 54%) He sold it. Still likes stock but it is showing a loss of momentum.

BUY

Connects patient, doctor and insurance companies on the PD basis. Extremely high recurring revenue. Historically grown by acquisition but this year is more of a marking time year. Expects significant traction next year. In the top 10% of his data base.

COMMENT

#1 on the Canadian healthcare weekly index and #3 on the monthly, which is good. This stock bumped up against $80.80 but that doesn't mean the story is over. If it came back to the trendline at around $70 or one above its $80 mark, it would be a good place to acquire.

PAST TOP PICK

(A Top Pick Aug 11/09. Up 69.16%.) Got stopped out but captured most of this 69%. Would love to get back into this one.

DON'T BUY

Good company but he can’t get over how expensive it is. Very good company.

COMMENT

Continues to trade up near its highs and is trading in a very take range in the highs. This is a sign that the investors in it are not selling.

TOP PICK

Pharmacy benefits company. Has had very strong growth and is a real favourite of US mutual and pension funds. Trading in a very tight range with highs around $77. Wouldn't be surprised to see a pullback to the $72 range because of market conditions, which would be a good place to get it.

DON'T BUY

Just get his head around how expensive it is. It doesn’t look close to cheap. LGI-T is preferred.

PAST TOP PICK

(A Top Pick March 11/09. Up 161.34%.) Sold this in November or it

PAST TOP PICK

(Top Pick Mar 23/09, Up 90.34%) Took some profits.

PAST TOP PICK

(A Top Pick Aug 11/09. Up13.74%.) But stopped out but would still like to get it at the right price.

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Catamaran Corp (CCT.TO)