Catamaran Corp

CCT-T

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Analysis and Opinions about CCT-T

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Opinion
Expert
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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

HOLD
HOLD
July 30, 2012

(Market Call Minute.) Brilliant company.

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(Market Call Minute.) Brilliant company.

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.
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.
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