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Catamaran Corp

CCT-T

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Analysis and Opinions about CCT-T

Signal
Opinion
Expert
Chart
PAST TOP PICK
PAST TOP PICK
April 4, 2016

(A Top Pick March 9/15. Up 31.7%.) (Now part of UnitedHealth.)

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(A Top Pick March 9/15. Up 31.7%.) (Now part of UnitedHealth.)

John Zechner
Price
$80.180
Owned
No
PAST TOP PICK
PAST TOP PICK
February 16, 2016

(A Top Pick March 9/15. Up 31.7%.) This was acquired.

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Catamaran Corp (CCT-T)
February 16, 2016

(A Top Pick March 9/15. Up 31.7%.) This was acquired.

John Zechner
Price
$80.180
Owned
No
PAST TOP PICK
PAST TOP PICK
December 29, 2015

(A Top Pick Jan 2/15. Up 30.5%.)

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Catamaran Corp (CCT-T)
December 29, 2015

(A Top Pick Jan 2/15. Up 30.5%.)

PAST TOP PICK
PAST TOP PICK
November 3, 2015

(A Top Pick Oct 21/14. Up 71.32%.) Unitedhealth (UNH-N) took this out for a nice healthy premium.

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Catamaran Corp (CCT-T)
November 3, 2015

(A Top Pick Oct 21/14. Up 71.32%.) Unitedhealth (UNH-N) took this out for a nice healthy premium.

John Zechner
Price
$80.180
Owned
No
PAST TOP PICK
PAST TOP PICK
August 5, 2015

(A Top Pick Aug 13/14. Up 63.47%.) This company was acquired. Had thought the business was undervalued and that there was an opportunity to grow the business and the chance that they could be acquired.

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Catamaran Corp (CCT-T)
August 5, 2015

(A Top Pick Aug 13/14. Up 63.47%.) This company was acquired. Had thought the business was undervalued and that there was an opportunity to grow the business and the chance that they could be acquired.

John Wilson
Price
$80.180
Owned
No
COMMENT
COMMENT
April 15, 2015

United Health has made an offer for the stock. He waited a few weeks to see if another offer would come through. What bothered him about the deal is that this would be dead money until the deal closed. To have a name sitting there going sideways for the next 5-6 months would not have been very beneficial to the performance in his portfolio. United Health is a phenomenal company, and you couldn’t have asked for a better name to be taking this over. There might be something to look for, in how they treat it from a tax perspective. There is always some risk of an antitrust situation or some other regulatory situation. He doesn’t think the deal will fall apart.

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Catamaran Corp (CCT-T)
April 15, 2015

United Health has made an offer for the stock. He waited a few weeks to see if another offer would come through. What bothered him about the deal is that this would be dead money until the deal closed. To have a name sitting there going sideways for the next 5-6 months would not have been very beneficial to the performance in his portfolio. United Health is a phenomenal company, and you couldn’t have asked for a better name to be taking this over. There might be something to look for, in how they treat it from a tax perspective. There is always some risk of an antitrust situation or some other regulatory situation. He doesn’t think the deal will fall apart.

HOLD
HOLD
March 24, 2015

It seems to be holding in alright. It is still very much intact. It probably needs re-stimulating in some way because the story is a bit stale now.

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Catamaran Corp (CCT-T)
March 24, 2015

It seems to be holding in alright. It is still very much intact. It probably needs re-stimulating in some way because the story is a bit stale now.

Michael Smedley
Price
$61.960
Owned
Unknown
TOP PICK
TOP PICK
March 9, 2015

In this environment, he is looking for things that he thinks are not expensive and that have some growth potential. He likes the area they are in. This is basically moving healthcare and the distribution of pharmaceuticals more onto an online system like the Obama care. They throw off cash and use their cash to make acquisitions to fill in their product line. Trading at about 18-19 times forward earnings.

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In this environment, he is looking for things that he thinks are not expensive and that have some growth potential. He likes the area they are in. This is basically moving healthcare and the distribution of pharmaceuticals more onto an online system like the Obama care. They throw off cash and use their cash to make acquisitions to fill in their product line. Trading at about 18-19 times forward earnings.

John Zechner
Price
$60.880
Owned
Yes
PAST TOP PICK
PAST TOP PICK
January 14, 2015

(A Top Pick Dec 20/13. Up 16.35%.) Started as a company that wired together 25 pharmacies for the Ontario government to improve drug dispensing. Since then, they have transformed themselves into a US PBM (Pharmaceutical Benefits Manager). Companies and governments running drug plans hire them to run their drug plans for them. They negotiate good prices and get better utilization. This company is very good at what they do.

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Catamaran Corp (CCT-T)
January 14, 2015

(A Top Pick Dec 20/13. Up 16.35%.) Started as a company that wired together 25 pharmacies for the Ontario government to improve drug dispensing. Since then, they have transformed themselves into a US PBM (Pharmaceutical Benefits Manager). Companies and governments running drug plans hire them to run their drug plans for them. They negotiate good prices and get better utilization. This company is very good at what they do.

Michael Decter
Price
$58.960
Owned
Yes
TOP PICK
TOP PICK
January 2, 2015

A pharmacy benefits management company. Basically provides transparency for companies and communities that are looking to end up reducing drug costs. They cover 350 million prescriptions each year across 32 million members. Produces significant free cash flow. Earnings are expected to grow by 21%, and then accelerate to 34% in the coming 2 quarters. Stock appears to be breaking out of a 3 years sideways trading band.

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Catamaran Corp (CCT-T)
January 2, 2015

A pharmacy benefits management company. Basically provides transparency for companies and communities that are looking to end up reducing drug costs. They cover 350 million prescriptions each year across 32 million members. Produces significant free cash flow. Earnings are expected to grow by 21%, and then accelerate to 34% in the coming 2 quarters. Stock appears to be breaking out of a 3 years sideways trading band.

COMMENT
COMMENT
November 28, 2014

A pretty volatile stock with some pretty big swings between low $40’s and high $50’s. Until we see it break out above $60, it wouldn’t interest him. If you are trying to leg into this in the shorter term, you could use some Volatility Stops.

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Catamaran Corp (CCT-T)
November 28, 2014

A pretty volatile stock with some pretty big swings between low $40’s and high $50’s. Until we see it break out above $60, it wouldn’t interest him. If you are trying to leg into this in the shorter term, you could use some Volatility Stops.

HOLD
HOLD
November 13, 2014

An expensive business. It is usually a 31 times PE and is now historically cheap. The overall structure of the business is set up to produce more than $500 million of free cash flow. Hold it here.

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Catamaran Corp (CCT-T)
November 13, 2014

An expensive business. It is usually a 31 times PE and is now historically cheap. The overall structure of the business is set up to produce more than $500 million of free cash flow. Hold it here.

Mohsin Bashir
Price
$54.860
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
November 7, 2014

(A Top Pick Dec 20/13. Up 6.8%.) There was a good deal of volatility in this, based a little bit on whether Obama care was going to create more business or turbulence in the US healthcare market. It is becoming clear now that Obama care has succeeded in its goal of additional enrolled people. Obama care has succeeded in expanding the covered population, but has not had much success in retaining costs, and this company is in the sweet spot for containing costs. Thinks coverage will continue to expand, which will drive more demand to contain drug prices, which will mean more business for this company.

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Catamaran Corp (CCT-T)
November 7, 2014

(A Top Pick Dec 20/13. Up 6.8%.) There was a good deal of volatility in this, based a little bit on whether Obama care was going to create more business or turbulence in the US healthcare market. It is becoming clear now that Obama care has succeeded in its goal of additional enrolled people. Obama care has succeeded in expanding the covered population, but has not had much success in retaining costs, and this company is in the sweet spot for containing costs. Thinks coverage will continue to expand, which will drive more demand to contain drug prices, which will mean more business for this company.

Michael Decter
Price
$54.180
Owned
Yes
TOP PICK
TOP PICK
October 21, 2014

This is just a good growth story in healthcare management. Basically going online to manage all your pharmacies and health care needs. Obama care is driving everything to these private and public exchanges these guys own. Have been kicking out excess cash flow which has been used to make acquisitions. You are getting all of this for about a 20 multiple.

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Catamaran Corp (CCT-T)
October 21, 2014

This is just a good growth story in healthcare management. Basically going online to manage all your pharmacies and health care needs. Obama care is driving everything to these private and public exchanges these guys own. Have been kicking out excess cash flow which has been used to make acquisitions. You are getting all of this for about a 20 multiple.

John Zechner
Price
$46.800
Owned
Yes
COMMENT
COMMENT
October 14, 2014

Drug distribution to the home. A smaller player that has been very, very good at taking market share from the bigger guys. Have nice visible growth earnings over the next couple of years. In a fairly economically un-sensitive business. Thinks this is going to do quite well.

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Catamaran Corp (CCT-T)
October 14, 2014

Drug distribution to the home. A smaller player that has been very, very good at taking market share from the bigger guys. Have nice visible growth earnings over the next couple of years. In a fairly economically un-sensitive business. Thinks this is going to do quite well.

Bruce Tatters
Price
$46.000
Owned
Yes
DON'T BUY
DON'T BUY
September 18, 2014

Exchange for buying pharmaceuticals. There is a lot of risk because the contracts are really short. There are positives, but the valuation is too high. Prefers express scripts.

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Catamaran Corp (CCT-T)
September 18, 2014

Exchange for buying pharmaceuticals. There is a lot of risk because the contracts are really short. There are positives, but the valuation is too high. Prefers express scripts.

Barry Schwartz
Price
$51.140
Owned
Unknown
TOP PICK
TOP PICK
August 13, 2014

Stock Price came back quite a bit this year. He has been Buying Puts to take premium out on it, so that if it went lower he could buy some more. Thinks this name has gone through the worst of it. The selling season they are going through right now is actually going quite well for them. Thinks they can use M&A to buy in smaller shops, which they have done historically in a very accretive fashion. Great cash flow.

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Catamaran Corp (CCT-T)
August 13, 2014

Stock Price came back quite a bit this year. He has been Buying Puts to take premium out on it, so that if it went lower he could buy some more. Thinks this name has gone through the worst of it. The selling season they are going through right now is actually going quite well for them. Thinks they can use M&A to buy in smaller shops, which they have done historically in a very accretive fashion. Great cash flow.

John Wilson
Price
$49.050
Owned
Yes
PAST TOP PICK
PAST TOP PICK
August 6, 2014

(A Top Pick Dec 20/13. Down 6.09%.) Quite a volatile stock. They do pharmaceutical benefit management in the US. Becoming increasingly more important with Obama Care as millions more people are going to have coverage. Good entry point.

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Catamaran Corp (CCT-T)
August 6, 2014

(A Top Pick Dec 20/13. Down 6.09%.) Quite a volatile stock. They do pharmaceutical benefit management in the US. Becoming increasingly more important with Obama Care as millions more people are going to have coverage. Good entry point.

Michael Decter
Price
$47.650
Owned
Yes
TOP PICK
TOP PICK
August 1, 2014

Healthcare in general has seen a tremendous amount of technology spending. It needs it. The rollout of the Affordable Care act in the US is making the public and private pharmacy benefit exchanges much more valuable. Their acquisitions over the last couple of years have been ultimately accretive to earnings. On a valuation basis you are probably trading at around 20X earnings.

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Catamaran Corp (CCT-T)
August 1, 2014

Healthcare in general has seen a tremendous amount of technology spending. It needs it. The rollout of the Affordable Care act in the US is making the public and private pharmacy benefit exchanges much more valuable. Their acquisitions over the last couple of years have been ultimately accretive to earnings. On a valuation basis you are probably trading at around 20X earnings.

John Zechner
Price
$49.090
Owned
Yes
WATCH
WATCH
July 21, 2014

This was expected not to do so well and have a flattish year, but had a surprisingly very good first quarter. They are reporting in the next couple of weeks, and if they have another one the stock has room to move. Looks interesting, but a little bit risky if you buy before the earnings.

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This was expected not to do so well and have a flattish year, but had a surprisingly very good first quarter. They are reporting in the next couple of weeks, and if they have another one the stock has room to move. Looks interesting, but a little bit risky if you buy before the earnings.

DON'T BUY
DON'T BUY
July 11, 2014

Doesn’t have any good news on this. Chart shows the stock has established a downward trend. Broke a short-term support in the last couple of days. Underperforming the market, and is below its 20 day moving average. Wait until there are positive technical signs before Buying.

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Doesn’t have any good news on this. Chart shows the stock has established a downward trend. Broke a short-term support in the last couple of days. Underperforming the market, and is below its 20 day moving average. Wait until there are positive technical signs before Buying.

Don Vialoux
Price
$47.430
Owned
Unknown
DON'T BUY
DON'T BUY
May 12, 2014

Doesn’t know if they get taken out. Not an overly demanding multiple. Integration issues with some CI work. It’s on his radar.

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Doesn’t know if they get taken out. Not an overly demanding multiple. Integration issues with some CI work. It’s on his radar.

James Telfser
Price
$46.210
Owned
No
WATCH
WATCH
May 7, 2014

Sold his holdings when he thought the valuation was too high. Had a good quarter and the stock moved up, but looking at the other companies in this space, their multiples have also come down. He would rather see a couple of quite strong quarters before stepping in.

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Sold his holdings when he thought the valuation was too high. Had a good quarter and the stock moved up, but looking at the other companies in this space, their multiples have also come down. He would rather see a couple of quite strong quarters before stepping in.

Peter Imhof
Price
$44.870
Owned
No
HOLD
HOLD
May 6, 2014

Pharmacy benefits manager. He likes to adhere to a stop-loss program, but there was nothing in the numbers or any research that could explain the big downdraft the stock was having other than the environment with healthcare, Obama care, etc. Greater earnings report last week. Thinks they still have good numbers ahead of it.

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Pharmacy benefits manager. He likes to adhere to a stop-loss program, but there was nothing in the numbers or any research that could explain the big downdraft the stock was having other than the environment with healthcare, Obama care, etc. Greater earnings report last week. Thinks they still have good numbers ahead of it.

BUY
BUY
May 2, 2014

(Market Call Minute.) Had a blow out quarter yesterday in the stock has gone up 7%-8%. His target is $60 in one year.

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(Market Call Minute.) Had a blow out quarter yesterday in the stock has gone up 7%-8%. His target is $60 in one year.

BUY WEAKNESS
BUY WEAKNESS
April 28, 2014

Nervous about earnings coming out this week. There could be a miss. Likes it over the long term. They are positioned well and it will be a good growth profile going forward. This is where healthcare is going.

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Catamaran Corp (CCT-T)
April 28, 2014

Nervous about earnings coming out this week. There could be a miss. Likes it over the long term. They are positioned well and it will be a good growth profile going forward. This is where healthcare is going.

John Zechner
Price
$42.750
Owned
Yes
COMMENT
COMMENT
March 31, 2014

This gets very close to getting stopped out in his portfolio, but hasn’t quite reached that point. Feels there has been a lot of misunderstanding and confusion around a lot of things that are been happening with this company recently, causing a lot of volatility in the name. Also, with Obama care and medical issues in the US, there has been confusion about who is going to win, where does the money go, etc. Thinks the Obama mandated healthcare situation is going to bring about 30 million more customers into the pipeline. This will be quiet for a while longer, but you’ll probably start to see it creep up at some point.

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Catamaran Corp (CCT-T)
March 31, 2014

This gets very close to getting stopped out in his portfolio, but hasn’t quite reached that point. Feels there has been a lot of misunderstanding and confusion around a lot of things that are been happening with this company recently, causing a lot of volatility in the name. Also, with Obama care and medical issues in the US, there has been confusion about who is going to win, where does the money go, etc. Thinks the Obama mandated healthcare situation is going to bring about 30 million more customers into the pipeline. This will be quiet for a while longer, but you’ll probably start to see it creep up at some point.

BUY
BUY
March 10, 2014

Has taken a pounding after a big run. A big beneficiary of Obama care in the US. Not inexpensive but as more Americans get insured under Obama care, the market for this company will grow. Very good at what they do.

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Catamaran Corp (CCT-T)
March 10, 2014

Has taken a pounding after a big run. A big beneficiary of Obama care in the US. Not inexpensive but as more Americans get insured under Obama care, the market for this company will grow. Very good at what they do.

Michael Decter
Price
$50.540
Owned
Yes
HOLD
HOLD
January 20, 2014

There is a critical level at $46-$47 and the stock must not break below that level. Consider a stop loss.

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Catamaran Corp (CCT-T)
January 20, 2014

There is a critical level at $46-$47 and the stock must not break below that level. Consider a stop loss.

Ron Meisels
Price
$54.900
Owned
Unknown
COMMENT
COMMENT
January 15, 2014

Pharmacy benefit management. With the new healthcare act coming into the US there is room for them to grow over the longer term. Ranks in the middle of the pack in his process.

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Catamaran Corp (CCT-T)
January 15, 2014

Pharmacy benefit management. With the new healthcare act coming into the US there is room for them to grow over the longer term. Ranks in the middle of the pack in his process.

SELL
SELL
December 24, 2013

(Market Call Minute) Valuations are stretched. Way over valued.

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Catamaran Corp (CCT-T)
December 24, 2013

(Market Call Minute) Valuations are stretched. Way over valued.

Jason Donville
Price
$51.200
Owned
Unknown
TOP PICK
TOP PICK
December 20, 2013

A pharmacy benefits manager. Basically manages your drug benefit electronically. Obama care in the US, despite its rocky start, will expand coverage, which means there will be more people who need their pharmacy benefit managed and he thinks this company will benefit from that. Had a big run, but has pulled back into a range where he feels they can be bought.

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Catamaran Corp (CCT-T)
December 20, 2013

A pharmacy benefits manager. Basically manages your drug benefit electronically. Obama care in the US, despite its rocky start, will expand coverage, which means there will be more people who need their pharmacy benefit managed and he thinks this company will benefit from that. Had a big run, but has pulled back into a range where he feels they can be bought.

Michael Decter
Price
$50.900
Owned
Yes
BUY WEAKNESS
BUY WEAKNESS
December 6, 2013

Pharmacy benefits business. Taking market share. One of his smaller holdings but has held it for a long time. Had a huge run over the last 5 years but is now just going through some digestion. In a trading range over the next year or so.

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Catamaran Corp (CCT-T)
December 6, 2013

Pharmacy benefits business. Taking market share. One of his smaller holdings but has held it for a long time. Had a huge run over the last 5 years but is now just going through some digestion. In a trading range over the next year or so.

Alex Ruus
Price
$47.950
Owned
Yes
BUY WEAKNESS
BUY WEAKNESS
November 29, 2013

Obama care is having an effect on this. This company is well-positioned to go into this automated system. The roll out of the plan could cause some hiccups in the next quarter or 2, which has put the stock under some pressure. Might be a little volatile over the next couple of quarters but long-term, these guys are beautifully positioned for the growth of that industry. He might add more to his holdings on weakness.

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Catamaran Corp (CCT-T)
November 29, 2013

Obama care is having an effect on this. This company is well-positioned to go into this automated system. The roll out of the plan could cause some hiccups in the next quarter or 2, which has put the stock under some pressure. Might be a little volatile over the next couple of quarters but long-term, these guys are beautifully positioned for the growth of that industry. He might add more to his holdings on weakness.

John Zechner
Price
$48.100
Owned
Yes
DON'T BUY
DON'T BUY
November 6, 2013

(Market Call Minute.) Would be little bit careful with this. It is extremely volatile.

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Catamaran Corp (CCT-T)
November 6, 2013

(Market Call Minute.) Would be little bit careful with this. It is extremely volatile.

David Burrows
Price
$50.820
Owned
No
TOP PICK
TOP PICK
October 28, 2013

Been under pressure - undue concern about health care in the states. If that happens he thinks this one will do better and recommends taking advantage of this move. Just won the sigma contract. Down around 16 times earnings and thinks they will be taken out at some point. Lower highs and lower lows but he goes on fundamentals.

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Catamaran Corp (CCT-T)
October 28, 2013

Been under pressure - undue concern about health care in the states. If that happens he thinks this one will do better and recommends taking advantage of this move. Just won the sigma contract. Down around 16 times earnings and thinks they will be taken out at some point. Lower highs and lower lows but he goes on fundamentals.

Ian Ainsworth
Price
$51.830
Owned
Yes
PAST TOP PICK
PAST TOP PICK
August 2, 2013

(A Top Pick June 4/12. Up 31.99%.) Did a 2-for-1 split in Oct/12. Still has very good upside potential. Based on the extremely high recurring revenue, as they get bigger, they are able to buy more drugs at cheaper prices and pass on those savings to customers. Doesn’t own as he thinks there are multiple opportunities in smaller companies, to really go up but it’s not to downplay these Top Picks.

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Catamaran Corp (CCT-T)
August 2, 2013

(A Top Pick June 4/12. Up 31.99%.) Did a 2-for-1 split in Oct/12. Still has very good upside potential. Based on the extremely high recurring revenue, as they get bigger, they are able to buy more drugs at cheaper prices and pass on those savings to customers. Doesn’t own as he thinks there are multiple opportunities in smaller companies, to really go up but it’s not to downplay these Top Picks.

DON'T BUY
DON'T BUY
April 16, 2013

Had a huge, huge move. Very successful but it has grown largely through acquisitions. Any time we have seen companies grow aggressively through acquisitions and are trading at very high valuation multiples, they are typically not ones he would like to own. Usually the acquirers have a misstep on an acquisition. Feels this is priced to perfection.

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Catamaran Corp (CCT-T)
April 16, 2013

Had a huge, huge move. Very successful but it has grown largely through acquisitions. Any time we have seen companies grow aggressively through acquisitions and are trading at very high valuation multiples, they are typically not ones he would like to own. Usually the acquirers have a misstep on an acquisition. Feels this is priced to perfection.

Colin Stewart
Price
$55.620
Owned
No
SELL
SELL
October 23, 2012

(Market Call Minute.) Trades at a very steep valuation. Has been a great success story but very expensive.

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Catamaran Corp (CCT-T)
October 23, 2012

(Market Call Minute.) Trades at a very steep valuation. Has been a great success story but very expensive.

Colin Stewart
Price
$48.190
Owned
No
DON'T BUY
DON'T BUY
September 28, 2012

Doesn’t follow it closely but saw them present at a recent conference. Have done a very good job of making acquisitions in the US. Earnings have been growing very rapidly, but mainly through acquisitions. Multiple is fairly high and he prefers growth at a reasonable price. Might be a little ahead of itself.

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Catamaran Corp (CCT-T)
September 28, 2012

Doesn’t follow it closely but saw them present at a recent conference. Have done a very good job of making acquisitions in the US. Earnings have been growing very rapidly, but mainly through acquisitions. Multiple is fairly high and he prefers growth at a reasonable price. Might be a little ahead of itself.

Peter Imhof
Price
$96.350
Owned
No
HOLD
HOLD
August 14, 2012

Down about 15% or so from its recent high. Healthcare spending in the US could be on a cutting block. This is a company that the US government, any municipality, any state or province should want to help bring down costs.

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Catamaran Corp (CCT-T)
August 14, 2012

Down about 15% or so from its recent high. Healthcare spending in the US could be on a cutting block. This is a company that the US government, any municipality, any state or province should want to help bring down costs.

BUY
BUY
July 30, 2012

Used to be called Systems Excellence. Health care sector. Get a few cents for every script written by pharmacy customers. Valuation relatively high due to piers. Growth only through acquisitions and not organic, which he would like to see. Thinks weighting in TSX will increase and indexes will have to increase holdings in short term.

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Used to be called Systems Excellence. Health care sector. Get a few cents for every script written by pharmacy customers. Valuation relatively high due to piers. Growth only through acquisitions and not organic, which he would like to see. Thinks weighting in TSX will increase and indexes will have to increase holdings in short term.

Peter Imhof
Price
$87.620
Owned
Unknown
HOLD
HOLD
July 30, 2012

(Market Call Minute.) Brilliant company.

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(Market Call Minute.) Brilliant company.

Michael Smedley
Price
$87.620
Owned
Unknown
TOP PICK
TOP PICK
June 4, 2012
Their advantage is the method they offer, particularly for employers, to dramatically reduce drug care costs. Looking to acquire Catalyst Health Solutions (CHSI-Q) in the US for about $4.5 billion, which would double their sales to about $13 billion.
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Their advantage is the method they offer, particularly for employers, to dramatically reduce drug care costs. Looking to acquire Catalyst Health Solutions (CHSI-Q) in the US for about $4.5 billion, which would double their sales to about $13 billion.
Robert McWhirter
Price
$91.690
Owned
Yes
TOP PICK
TOP PICK
April 18, 2012
Pharmacy benefit management, which helps employers drastically reduce drug costs. They offer a transparent price as well as unbundled services. Looking to acquire Catalyst Health, which will double their sales to $13 billion. He has a target price of $85-$100.
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Catamaran Corp (CCT-T)
April 18, 2012
Pharmacy benefit management, which helps employers drastically reduce drug costs. They offer a transparent price as well as unbundled services. Looking to acquire Catalyst Health, which will double their sales to $13 billion. He has a target price of $85-$100.
Robert McWhirter
Price
$88.630
Owned
Yes
DON'T BUY
DON'T BUY
November 24, 2011
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.
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Catamaran Corp (CCT-T)
November 24, 2011
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.
James Hodgins
Price
$55.390
Owned
No
SELL
SELL
October 25, 2011
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.
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Catamaran Corp (CCT-T)
October 25, 2011
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.
David Burrows
Price
$42.940
Owned
Yes
HOLD
HOLD
August 26, 2011
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%.
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Catamaran Corp (CCT-T)
August 26, 2011
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
BUY
December 9, 2010
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.
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Catamaran Corp (CCT-T)
December 9, 2010
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.
Robert McWhirter
Price
$44.870
Owned
Yes
PAST TOP PICK
PAST TOP PICK
October 8, 2010
(Top Pick Oct 7/09, Up 54%) He sold it. Still likes stock but it is showing a loss of momentum.
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Catamaran Corp (CCT-T)
October 8, 2010
(Top Pick Oct 7/09, Up 54%) He sold it. Still likes stock but it is showing a loss of momentum.
BUY
BUY
September 10, 2010
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.
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Catamaran Corp (CCT-T)
September 10, 2010
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
COMMENT
August 18, 2010
#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.
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Catamaran Corp (CCT-T)
August 18, 2010
#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
PAST TOP PICK
July 12, 2010
(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.
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(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
DON'T BUY
June 29, 2010
Good company but he can’t get over how expensive it is. Very good company.
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Good company but he can’t get over how expensive it is. Very good company.
Jason Donville
Price
$75.550
Owned
Unknown
COMMENT
COMMENT
June 25, 2010
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.
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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.
Paul Thornton
Price
$77.150
Owned
Unknown
TOP PICK
TOP PICK
June 25, 2010
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.
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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.
Paul Thornton
Price
$77.150
Owned
No
DON'T BUY
DON'T BUY
March 23, 2010
Just get his head around how expensive it is. It doesn’t look close to cheap. LGI-T is preferred.
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Catamaran Corp (CCT-T)
March 23, 2010
Just get his head around how expensive it is. It doesn’t look close to cheap. LGI-T is preferred.
Jason Donville
Price
$67.760
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
March 18, 2010
(A Top Pick March 11/09. Up 161.34%.) Sold this in November or it
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Catamaran Corp (CCT-T)
March 18, 2010
(A Top Pick March 11/09. Up 161.34%.) Sold this in November or it
PAST TOP PICK
PAST TOP PICK
February 18, 2010
(Top Pick Mar 23/09, Up 90.34%) Took some profits.
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Catamaran Corp (CCT-T)
February 18, 2010
(Top Pick Mar 23/09, Up 90.34%) Took some profits.
PAST TOP PICK
PAST TOP PICK
February 2, 2010
(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-T)
February 2, 2010
(A Top Pick Aug 11/09. Up13.74%.) But stopped out but would still like to get it at the right price.
PAST TOP PICK
PAST TOP PICK
November 17, 2009
(A Top Pick Jan 26/09. Up 171%.) Has done really well and continues to gain market share but slipped out of the top 25% of his database so he sold his holdings. 26X PE for 14% earnings growth is expensive.
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Catamaran Corp (CCT-T)
November 17, 2009
(A Top Pick Jan 26/09. Up 171%.) Has done really well and continues to gain market share but slipped out of the top 25% of his database so he sold his holdings. 26X PE for 14% earnings growth is expensive.
PAST TOP PICK
PAST TOP PICK
October 21, 2009
(Top Pick Mar 23/09 Up 100.8%) Took some profits. Likes it long term, but it’s getting a little pricey
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Catamaran Corp (CCT-T)
October 21, 2009
(Top Pick Mar 23/09 Up 100.8%) Took some profits. Likes it long term, but it’s getting a little pricey
TOP PICK
TOP PICK
October 7, 2009
Beautiful chart pattern. No market correction shown. Significant move up in August and then a continuation of the trend. Looking for $60 sometime next summer. Will use $49 as a stop loss.
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Catamaran Corp (CCT-T)
October 7, 2009
Beautiful chart pattern. No market correction shown. Significant move up in August and then a continuation of the trend. Looking for $60 sometime next summer. Will use $49 as a stop loss.
TOP PICK
TOP PICK
August 11, 2009
Provider of pharmacy benefit management solutions, which reduces the costs of prescription drugs. Reported incredibly good earnings and has an incredibly good outlook.
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Catamaran Corp (CCT-T)
August 11, 2009
Provider of pharmacy benefit management solutions, which reduces the costs of prescription drugs. Reported incredibly good earnings and has an incredibly good outlook.
HOLD
HOLD
July 2, 2009
Has had a good run. Chart shows it is in a growth channel. Currently it looks like it's going to the top of the growth channel. Put your stop in at the lower channel.
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Has had a good run. Chart shows it is in a growth channel. Currently it looks like it's going to the top of the growth channel. Put your stop in at the lower channel.
Bill Carrigan
Price
$29.890
Owned
Unknown
TOP PICK
TOP PICK
March 23, 2009
Basically do the software and provide services that allow pharmacy benefit companies to manage healthcare benefits. Everyone is trying to control costs and this company provides a solution.
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Catamaran Corp (CCT-T)
March 23, 2009
Basically do the software and provide services that allow pharmacy benefit companies to manage healthcare benefits. Everyone is trying to control costs and this company provides a solution.
TOP PICK
TOP PICK
March 11, 2009
Back office transaction between pharmacies, payer, insurance, etc. Recently reported very good earnings at about 100% year-over-year. Coming quarter earnings are expected to grow at about 84%. Continuing to gain market share. Analysts suggest being a strong buyer between $20-$22.
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Catamaran Corp (CCT-T)
March 11, 2009
Back office transaction between pharmacies, payer, insurance, etc. Recently reported very good earnings at about 100% year-over-year. Coming quarter earnings are expected to grow at about 84%. Continuing to gain market share. Analysts suggest being a strong buyer between $20-$22.
Robert McWhirter
Price
$25.170
Owned
Yes
BUY
BUY
November 18, 2008
Provides technology solutions to the healthcare sector. Stock has hung in really well. Growing company that continues to win business, especially in the US. Great management and a great pipeline. Expect you could see another 10%-20% in this market.
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Catamaran Corp (CCT-T)
November 18, 2008
Provides technology solutions to the healthcare sector. Stock has hung in really well. Growing company that continues to win business, especially in the US. Great management and a great pipeline. Expect you could see another 10%-20% in this market.
Duncan Stewart
Price
$18.980
Owned
No
TOP PICK
TOP PICK
June 24, 2008
Provides a backend solution for healthcare services companies. Large acquisition had some dilutive effects on earnings but will be back on track next year.
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Provides a backend solution for healthcare services companies. Large acquisition had some dilutive effects on earnings but will be back on track next year.
Robert Floyd
Price
$15.280
Owned
Yes
TOP PICK
TOP PICK
May 30, 2008
Back office solutions for Pharmacy/health benefit providers. Health card systems will change the shape of the company.
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Back office solutions for Pharmacy/health benefit providers. Health card systems will change the shape of the company.
Robert Floyd
Price
$16.170
Owned
Yes
TOP PICK
TOP PICK
April 29, 2008
Provide the back-office systems for pharmacies. Made an interesting acquisition, which will add substantially to their overall business. Also announced a contract with Tennessee.
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Catamaran Corp (CCT-T)
April 29, 2008
Provide the back-office systems for pharmacies. Made an interesting acquisition, which will add substantially to their overall business. Also announced a contract with Tennessee.
Robert Floyd
Price
$14.670
Owned
Yes
TOP PICK
TOP PICK
March 20, 2008
Provide the back end solution for a lot of pharmacies, and companies of that type. Are making acquisition of National Health in the states for $143 million, who is one of their major customers. Will add substantially to the size of the company. Last quarter was back on track, compared to the past.
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Catamaran Corp (CCT-T)
March 20, 2008
Provide the back end solution for a lot of pharmacies, and companies of that type. Are making acquisition of National Health in the states for $143 million, who is one of their major customers. Will add substantially to the size of the company. Last quarter was back on track, compared to the past.
Robert Floyd
Price
$10.480
Owned
Yes
PAST TOP PICK
PAST TOP PICK
January 15, 2008
(A Top Pick Feb 1`3/07. Down 32%.) Provide back-office solutions for lot of healthcare providers. Really likes this one now. Has gone through some of the tough times. Still a Buy.
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Catamaran Corp (CCT-T)
January 15, 2008
(A Top Pick Feb 1`3/07. Down 32%.) Provide back-office solutions for lot of healthcare providers. Really likes this one now. Has gone through some of the tough times. Still a Buy.
Robert Floyd
Price
$16.170
Owned
Yes
PAST TOP PICK
PAST TOP PICK
December 27, 2007
(A Top Past Pick Dec14/06. Down 35.1%.) Still likes and is still buying.
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Catamaran Corp (CCT-T)
December 27, 2007
(A Top Past Pick Dec14/06. Down 35.1%.) Still likes and is still buying.
BUY
BUY
December 13, 2007
Pharmacy benefit management. Their solution is undercutting the big incumbents in the US. Really likes this story going forward. Likely bottoming and there should be good performance in 08.
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Catamaran Corp (CCT-T)
December 13, 2007
Pharmacy benefit management. Their solution is undercutting the big incumbents in the US. Really likes this story going forward. Likely bottoming and there should be good performance in 08.
Alex Ruus
Price
$13.750
Owned
Yes
COMMENT
COMMENT
November 23, 2007
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.
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Catamaran Corp (CCT-T)
November 23, 2007
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
PAST TOP PICK
November 15, 2007
(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.
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Catamaran Corp (CCT-T)
November 15, 2007
(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.
Lesley Marks
Price
$12.200
Owned
No
BUY
BUY
November 14, 2007
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.
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Catamaran Corp (CCT-T)
November 14, 2007
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.
Robert Floyd
Price
$12.170
Owned
Yes
BUY
BUY
September 28, 2007
Very visible cash flow and high margins. Gaining increased market share in the pharmacy management industry. Missed their numbers for the June quarter and lowered their guidance. Value managers are now buying. Revenues and expenses are in the US so a stronger Cdn$ does not affect them.
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Catamaran Corp (CCT-T)
September 28, 2007
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
PAST TOP PICK
September 7, 2007
(A Top Pick Sept 7/06. Up 14%.) Prescription processing between pharmacies, patients and insurance in the US. Still buying below $20US.
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Catamaran Corp (CCT-T)
September 7, 2007
(A Top Pick Sept 7/06. Up 14%.) Prescription processing between pharmacies, patients and insurance in the US. Still buying below $20US.
BUY
BUY
July 12, 2007
Provides back-office for pharmacies. Located in Canada and US. Have been winning quite a few extensive contracts.
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Provides back-office for pharmacies. Located in Canada and US. Have been winning quite a few extensive contracts.
Robert Floyd
Price
$30.850
Owned
Yes
TOP PICK
TOP PICK
June 26, 2007
Healthcare information technology. Not a cyclical business. Good underlying growth. They can sell into their customer base to offer value added to decrease costs.
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Healthcare information technology. Not a cyclical business. Good underlying growth. They can sell into their customer base to offer value added to decrease costs.
Lesley Marks
Price
$29.490
Owned
Yes
TOP PICK
TOP PICK
May 30, 2007
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.
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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.
Robert Floyd
Price
$27.490
Owned
Yes
TOP PICK
TOP PICK
May 24, 2007
(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.
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(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
PAST TOP PICK
May 11, 2007
(A Top Pick May 16/06. Up 50.1%.) Back-office solution for pharmacies. Revenues are ticking along quite nicely. Still a Buy.
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(A Top Pick May 16/06. Up 50.1%.) Back-office solution for pharmacies. Revenues are ticking along quite nicely. Still a Buy.
Robert Floyd
Price
$26.120
Owned
Yes
TOP PICK
TOP PICK
April 19, 2007
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.
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Catamaran Corp (CCT-T)
April 19, 2007
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.
Robert Floyd
Price
$24.830
Owned
Yes
PAST TOP PICK
PAST TOP PICK
March 26, 2007
(A Top Pick Sept 7/06. Up 29.8%.) Has gone a little quiet. Had great 2007 guidance.
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Catamaran Corp (CCT-T)
March 26, 2007
(A Top Pick Sept 7/06. Up 29.8%.) Has gone a little quiet. Had great 2007 guidance.
DON'T BUY
DON'T BUY
February 28, 2007
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.
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Catamaran Corp (CCT-T)
February 28, 2007
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
TOP PICK
February 13, 2007
Provides software for the pharmacy business. Very strong balance sheet.
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Catamaran Corp (CCT-T)
February 13, 2007
Provides software for the pharmacy business. Very strong balance sheet.
Robert Floyd
Price
$23.460
Owned
Yes
HOLD
HOLD
January 25, 2007
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-T)
January 25, 2007
87 ranking in the model, which is quite high. Likes their recurring revenue. Bidding on a large number of medical contracts. Strong Hold.
Robert McWhirter
Price
$24.370
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
January 24, 2007
(A Top Pick Sept 7/06. Up 38.4%.) Still likes. Traction they are getting with their disruptive business model is changing the face of the pharmacy benefit industry in the US.
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Catamaran Corp (CCT-T)
January 24, 2007
(A Top Pick Sept 7/06. Up 38.4%.) Still likes. Traction they are getting with their disruptive business model is changing the face of the pharmacy benefit industry in the US.
TOP PICK
TOP PICK
January 19, 2007
Provides software for the pharmacy sector. North American wide now. A lot of operations in the US as well as Canada. Very strong growth rate. Guidance is for $.72. Strong balance sheet and could make an acquisition which would add to earnings.
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Catamaran Corp (CCT-T)
January 19, 2007
Provides software for the pharmacy sector. North American wide now. A lot of operations in the US as well as Canada. Very strong growth rate. Guidance is for $.72. Strong balance sheet and could make an acquisition which would add to earnings.
Robert Floyd
Price
$22.230
Owned
Yes
TOP PICK
TOP PICK
January 3, 2007
Provide pharmaceutical software for a growing need of companies that need these services. Has been growing quite dramatically.
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Catamaran Corp (CCT-T)
January 3, 2007
Provide pharmaceutical software for a growing need of companies that need these services. Has been growing quite dramatically.
Robert Floyd
Price
$23.650
Owned
Yes
BUY
BUY
December 19, 2006
Provide software services for the payer market on the pharmaceutical side.. Has had a terrific move this year. Their growth is phenomenal. Looking for it to move higher.
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Catamaran Corp (CCT-T)
December 19, 2006
Provide software services for the payer market on the pharmaceutical side.. Has had a terrific move this year. Their growth is phenomenal. Looking for it to move higher.
Robert Floyd
Price
$23.450
Owned
Yes
TOP PICK
TOP PICK
December 14, 2006
(A Top Pick Sept 7/06. Up 32.9%.) Successfully introduced a business model into the pharmacy benefit management industry. Last 3 contracts have been real company transforming events. Cheap. A 3 to 5 year hold.
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Catamaran Corp (CCT-T)
December 14, 2006
(A Top Pick Sept 7/06. Up 32.9%.) Successfully introduced a business model into the pharmacy benefit management industry. Last 3 contracts have been real company transforming events. Cheap. A 3 to 5 year hold.
DON'T BUY
DON'T BUY
November 28, 2006
In the top 25% of the database. Sold his holdings when he thought the stock was running out of gas. Bidding on some very substantial contracts, which is why the stock spiked up. Expensive.
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Catamaran Corp (CCT-T)
November 28, 2006
In the top 25% of the database. Sold his holdings when he thought the stock was running out of gas. Bidding on some very substantial contracts, which is why the stock spiked up. Expensive.
SELL
SELL
October 25, 2006
Things are slowing down with the company. Made a ton of sales and money on the conversion to Medicare part D. 70% of their income is from recurring revenue. Feels they will have a 30% tax increase. Sold his holdings.
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Catamaran Corp (CCT-T)
October 25, 2006
Things are slowing down with the company. Made a ton of sales and money on the conversion to Medicare part D. 70% of their income is from recurring revenue. Feels they will have a 30% tax increase. Sold his holdings.
PAST TOP PICK
PAST TOP PICK
October 13, 2006
(A Top Pick Sept 29/05. Up 100.2%.) Sells software to pharmacies, etc. US legislation allowed additional Americans to get coverage under Medicaid. Growth rate is very strong.
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Catamaran Corp (CCT-T)
October 13, 2006
(A Top Pick Sept 29/05. Up 100.2%.) Sells software to pharmacies, etc. US legislation allowed additional Americans to get coverage under Medicaid. Growth rate is very strong.
Robert Floyd
Price
$18.450
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 20, 2006
(A Top Pick Sept 29/05. Up 708.3%.) Still sees some pretty good earnings expectations.
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Catamaran Corp (CCT-T)
September 20, 2006
(A Top Pick Sept 29/05. Up 708.3%.) Still sees some pretty good earnings expectations.
Robert Floyd
Price
$18.810
Owned
Yes
TOP PICK
TOP PICK
September 7, 2006
Developments over the next year in a number of different areas in their business could be a potential double from here. Risk/reward is very good.
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Catamaran Corp (CCT-T)
September 7, 2006
Developments over the next year in a number of different areas in their business could be a potential double from here. Risk/reward is very good.
PAST TOP PICK
PAST TOP PICK
August 18, 2006
(A Top Pick May 16/06. Down 10.2%.) Consolidated the stock and also did an issue and are looking to an acquisition in the US. Earnings outlook is still extremely strong.
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Catamaran Corp (CCT-T)
August 18, 2006
(A Top Pick May 16/06. Down 10.2%.) Consolidated the stock and also did an issue and are looking to an acquisition in the US. Earnings outlook is still extremely strong.
Robert Floyd
Price
$15.680
Owned
Yes
TOP PICK
TOP PICK
August 2, 2006
In a very interesting position. Involved in the pharmacy business, streamlining operations with their software. Have announced a number of contracts over the last little while. Earnings will be quite strong.
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Catamaran Corp (CCT-T)
August 2, 2006
In a very interesting position. Involved in the pharmacy business, streamlining operations with their software. Have announced a number of contracts over the last little while. Earnings will be quite strong.
Robert Floyd
Price
$14.800
Owned
Yes
BUY
BUY
July 25, 2006
Ranks 51 in his model, which is in the top 10%. Earnings expected to go from $.50 to $.75. Have a huge amount of recurring revenue. A non-cyclical company.
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Ranks 51 in his model, which is in the top 10%. Earnings expected to go from $.50 to $.75. Have a huge amount of recurring revenue. A non-cyclical company.
Robert McWhirter
Price
$13.160
Owned
Yes
TOP PICK
TOP PICK
July 14, 2006
Basically supplies software solutions for pharmacies. Growth rate has been very strong and is still in place. Looking for provincial contracts in Newfoundland and Quebec.
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Basically supplies software solutions for pharmacies. Growth rate has been very strong and is still in place. Looking for provincial contracts in Newfoundland and Quebec.
Robert Floyd
Price
$12.990
Owned
Yes
BUY
BUY
June 21, 2006
Had a consolidation of 4 to 1. In the top 5% of his database. Expecting a 55% earnings growth. Some big opportunities coming over the next several months. Likes their recurring revenue.
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Had a consolidation of 4 to 1. In the top 5% of his database. Expecting a 55% earnings growth. Some big opportunities coming over the next several months. Likes their recurring revenue.
Robert McWhirter
Price
$14.360
Owned
Yes
HOLD
HOLD
June 6, 2006
Likes what they are doing from an execution point of view. Will be listed on NASDAQ and thinks the US investors will like the story.
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Likes what they are doing from an execution point of view. Will be listed on NASDAQ and thinks the US investors will like the story.
Peter Hodson
Price
$4.060
Owned
Yes
TOP PICK
TOP PICK
May 16, 2006
Provide software services to pharmacies. Have been providing a nice return of late. Numbers are very strong and continue to look strong going forward. Very popular product, both in Canada and the US.
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Provide software services to pharmacies. Have been providing a nice return of late. Numbers are very strong and continue to look strong going forward. Very popular product, both in Canada and the US.
Robert Floyd
Price
$4.350
Owned
Yes
BUY
BUY
March 13, 2006
Systems Excellence has good earnings. It has done well over the last year. It is a good opportunity. One of his top ten holdings. Ranks 16 in the database. It should survive even if we have a market pull back.
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Catamaran Corp (CCT-T)
March 13, 2006
Systems Excellence has good earnings. It has done well over the last year. It is a good opportunity. One of his top ten holdings. Ranks 16 in the database. It should survive even if we have a market pull back.
TOP PICK
TOP PICK
December 22, 2005
A defensive play in that 90% of their backlogs is recurring. They are in the software and service business, managing prescription benefit programs. Got into a new business about a year ago giving more into the pharmaceutical system. There is a US law on January 1 that will be a boon to this company.
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Catamaran Corp (CCT-T)
December 22, 2005
A defensive play in that 90% of their backlogs is recurring. They are in the software and service business, managing prescription benefit programs. Got into a new business about a year ago giving more into the pharmaceutical system. There is a US law on January 1 that will be a boon to this company.
Howard Sutton
Price
$2.590
Owned
Yes
TOP PICK
TOP PICK
September 29, 2005
The company is interesting. They provide software to pharmacies to streamline their operations. The company has jusy got a big contract. Earnings will be $0.09 this year and $0.13 next year.
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Catamaran Corp (CCT-T)
September 29, 2005
The company is interesting. They provide software to pharmacies to streamline their operations. The company has jusy got a big contract. Earnings will be $0.09 this year and $0.13 next year.
Robert Floyd
Price
$2.290
Owned
Yes
BUY WEAKNESS
BUY WEAKNESS
September 15, 2005
Ranks highly his database. Earnings are expected to go from $0.11 to $0.15, a 21% earnings growth. Against a 15 P/E gives you a .8 P/E to growth. If the market pulls back you may be able to buy it below $2.
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Catamaran Corp (CCT-T)
September 15, 2005
Ranks highly his database. Earnings are expected to go from $0.11 to $0.15, a 21% earnings growth. Against a 15 P/E gives you a .8 P/E to growth. If the market pulls back you may be able to buy it below $2.
DON'T BUY
DON'T BUY
August 29, 2005
Has disappointed him in the past and seems to do this all the time. Recent results don't look very good to him. Made a lot of acquisitions, but earnings are not that good.
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Catamaran Corp (CCT-T)
August 29, 2005
Has disappointed him in the past and seems to do this all the time. Recent results don't look very good to him. Made a lot of acquisitions, but earnings are not that good.
PAST TOP PICK
PAST TOP PICK
May 31, 2005
(A Top Pick Nov 19/03. Down 37%.) Sold off some time ago. Company is fairly sound and has cash.
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(A Top Pick Nov 19/03. Down 37%.) Sold off some time ago. Company is fairly sound and has cash.
Brendan Kyne
Price
$1.550
Owned
No
TOP PICK
TOP PICK
March 23, 2005
Technology stock valuations have come down a lot and is a sector that still has potential to grow. Trades around 11 X forward earnings which is pretty cheap. They are going to double their earnings from last year's. Likes the health care sector that they are in. Revenue model is going more to a transactional basis rather than license.
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Catamaran Corp (CCT-T)
March 23, 2005
Technology stock valuations have come down a lot and is a sector that still has potential to grow. Trades around 11 X forward earnings which is pretty cheap. They are going to double their earnings from last year's. Likes the health care sector that they are in. Revenue model is going more to a transactional basis rather than license.
DON'T BUY
DON'T BUY
August 20, 2004
Ranks borderline of the bottom 1/3 of the database. Earnings estimates have been revised downward. 12 PE overall for reasonable are ROE of 21%.
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Catamaran Corp (CCT-T)
August 20, 2004
Ranks borderline of the bottom 1/3 of the database. Earnings estimates have been revised downward. 12 PE overall for reasonable are ROE of 21%.
BUY
BUY
April 15, 2004
Likes management. As an interesting land package in Chile. Speculative.
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Catamaran Corp (CCT-T)
April 15, 2004
Likes management. As an interesting land package in Chile. Speculative.
John Embry
Price
$1.120
Owned
Yes
WAIT
WAIT
April 8, 2004
Expect the stock won't do a lot until they do a major acquisition along with a finance. Well-run.
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Expect the stock won't do a lot until they do a major acquisition along with a finance. Well-run.
Peter Hodson
Price
$1.870
Owned
No
BUY
BUY
March 24, 2004
Dropped because of speculation in the market that they were going to do an acquisition. Likes management. Have good revenue and are growing reasonably.
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Catamaran Corp (CCT-T)
March 24, 2004
Dropped because of speculation in the market that they were going to do an acquisition. Likes management. Have good revenue and are growing reasonably.
Ed Ho
Price
$1.850
Owned
Yes
WAIT
WAIT
January 30, 2004
About mid-point in the database. The large contract they have, runs out of steam the middle of this year.
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Catamaran Corp (CCT-T)
January 30, 2004
About mid-point in the database. The large contract they have, runs out of steam the middle of this year.
DON'T BUY
DON'T BUY
January 28, 2004
Not a big fan of medical tech system companies. Stocks had big run. Wouldn't buy at this level.
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Catamaran Corp (CCT-T)
January 28, 2004
Not a big fan of medical tech system companies. Stocks had big run. Wouldn't buy at this level.
Andrew McCreath
Price
$2.250
Owned
Unknown
Showing 1 to 120 of 143 entries

Catamaran Corp(CCT-T) Rating

Ranking : 1 out of 5

Bullish - Buy Signals / Votes : 0

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 0

Total Signals / Votes : 0

Stockchase rating for Catamaran Corp is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Catamaran Corp(CCT-T) Frequently Asked Questions

What is Catamaran Corp stock symbol?

Catamaran Corp is a OTC stock, trading under the symbol CCT-T on the (). It is usually referred to as or CCT-T

Is Catamaran Corp a buy or a sell?

In the last year, there was no coverage of Catamaran Corp published on Stockchase.

Is Catamaran Corp a good investment or a top pick?

Catamaran Corp was recommended as a Top Pick by John Zechner on 2016-04-04. Read the latest stock experts ratings for Catamaran Corp.

Why is Catamaran Corp stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Catamaran Corp worth watching?

0 stock analysts on Stockchase covered Catamaran Corp In the last year. It is a trending stock that is worth watching.

What is Catamaran Corp stock price?

On , Catamaran Corp (CCT-T) stock closed at a price of $.