Catamaran Corp. (CTRX-Q)

(A Top Pick Dec 17/13. Up 6.52%.) This really consolidated in the last 1-1.5 years and finally had a nice run up from October. The whole healthcare space was in question and had had some issues with some of the big contracts that they had had. Still likes.

A pharmacy benefits management company. They just signed a huge deal with Sigma and the stock has kind of faltered after that because they spent a lot of time and money to get this on the road. Now everything is fine. EBITDA for the last three quarters shows that the company is doing a great job of managing revenue. He can see this as being a very large growth area. Because they are smaller than their biggest competitor, Express Scripts (ESRX-Q), he thinks there is going to be more impact. Bought another company called Salveo Specialty Pharmacy, which was immediately accretive.

(A Top Pick Nov 6/13. Down 0.27%.) Doesn't seem to be getting any traction. Had a really good 8-9 year run, but has been a disappointment in the last year and a half or so. Has done a lot of acquisitions, and he thinks the market is waiting for another acquisition to happen.

Had a tough year because of high expectations for 2013. Reached a lot of great milestones this year. Almost $1 billion in new contracts with Fortune 500 companies. The fundamental story just seems to keep getting better and better. 53% growth in the underlying business. Given the valuation this is a pretty good opportunity.

Healthcare technology as well as pharmacy benefits management. Growth by acquisition model but their underlying business is very cash-rich and very strong. Had a difficult couple of months related to Obama care, half exchanges, etc. Continues to be an active, consolidator and expected to do very well in that space. With the information on the healthcare reform, they are going to be front and center.. Strong pipeline of acquisition opportunities and a strong balance sheet.