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

Catamaran Corp (CCT.TO)

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COMMENT

Fundamental problems drove the stock down. Has a good business model in pharmacy benefit management, which they can do for $2 per prescription that others need $5 for. Should give them a lot of traction. Missed Q2 earnings estimates and guided down for the year. Also made a mistake causing the state of Georgia to disallow them. They hope to get this back on track.

PAST TOP PICK

(A Top Pick June 26/07. Down 60%.) Had just announced a possible $27 million contract at that time. They also missed on their quarter. Sold her holdings when they didn't get the contract.

BUY

Provides back-office systems to pharmacies. Have sustainable revenues. A few issues this year in terms of earnings expectations. Built a staff a little bit beyond where they should have been. Had to pare back operations modestly. Trying to refocus into the higher growth area. Good price.

BUY

Very visible cash flow and high margins. Gaining increased market share in the pharmacy management industry. Missed their numbers for the June quarter and lowered their guidance. Value managers are now buying. Revenues and expenses are in the US so a stronger Cdn$ does not affect them.

PAST TOP PICK

(A Top Pick Sept 7/06. Up 14%.) Prescription processing between pharmacies, patients and insurance in the US. Still buying below $20US.

BUY

Provides back-office for pharmacies. Located in Canada and US. Have been winning quite a few extensive contracts.

TOP PICK

Healthcare information technology. Not a cyclical business. Good underlying growth. They can sell into their customer base to offer value added to decrease costs.

TOP PICK

Back-office solution for pharmacies, both in the US and Canada. Doing a very good job of building out their product base. Extremely strong earnings/revenue growth.

TOP PICK

(A Top Pick Sept 7/06. Up 60%.) Has had this in his portfolio for 5 years and expects it to be there another 5 years. A fantastic entry point on a 6 to 12 month basis.

PAST TOP PICK

(A Top Pick May 16/06. Up 50.1%.) Back-office solution for pharmacies. Revenues are ticking along quite nicely. Still a Buy.

TOP PICK

Provides back end solutions to pharmacies. Does a very good job of providing very efficient solutions. Revenues have been growing dramatically. Good margins and good growth.

PAST TOP PICK

(A Top Pick Sept 7/06. Up 29.8%.) Has gone a little quiet. Had great 2007 guidance.

DON'T BUY

Just announced a new $5 million contract. Ranks neutral in his model. Earnings were down 12%. High P/E of 29. Recently sold his holdings.

TOP PICK

Provides software for the pharmacy business. Very strong balance sheet.

HOLD

87 ranking in the model, which is quite high. Likes their recurring revenue. Bidding on a large number of medical contracts. Strong Hold.

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Catamaran Corp (CCT.TO)