Catamaran Corp

CCT-T

0.00
0.00 (0.00%)
This company is not ACTIVE.

Analysis and Opinions about CCT-T

Signal
Opinion
Expert
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.

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.

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.

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.

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'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.

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.

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.

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.

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.

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.

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