Business is Good, Upside is Not
December 2, 2014
Catamaran (CTRX) has a strong pipeline of new business, and is keeping 98% of its current customers, but upside isn’t great, so I’m selling CTRX.
Research Reports
Same Stance as Last Qtr
August 27, 2014
As I said last qtr, Catamaran (CTRX) is fairly valued here, but CTRX is a good stock for the long-term,
Higher Tax Rate
May 29, 2014
Catamaran’s (CTRX) 2014 earnings are getting hurt from higher expenses and a higher tax rate.
Lucky I’m Sticking With It
March 24, 2014
Catamaran’s (CTRX) management just slashed 2014 estimates. The stock’s lucky I’m even sticking with it.
On a Dip
December 10, 2013
Shares of Catamaran (CTRX) are on a dip, and provide excellent upside of more than 50% to the stock’s Fair Value.
Tension is Building
September 26, 2013
Shares of Catamaran (CTRX) are now basing after a strong run-up last year. Now tension is building and CTRX could be ready to make a move in 2014.
Go Cigna!
June 11, 2013
Catamaran (CTRX) just signed a new deal with Cigna, and I will replace Francesca’s (FRAN) with CTRX in the Aggressive Growth Portfolio.
All About Cigna
June 5, 2013
What’s on the mind of investors in regards to Catamaran (CTRX)? It’s all about the Cigna business, which was a third of 2012 sales.
Great Estimates
April 1, 2013
Quarterly estimates for Catamaran (CTRX) look great. I’m expected good growth from CTRX the next two years.
You Deserve a Rest
December 7, 2012
Take a break Catamaran (CTRX), you deserve a break after the 75% rise your stock’s had this year. Looking at estimates, it seems like another rise is on the horizon.
Look to the Future
September 28, 2012
We need to look to the future with Catamaran (CTRX). CTRX is overvalued now, but profit growth is set to jump 65% next year.
Catamaran’s First Day Look
July 16, 2012
SXCI Health Solutions (SXCI) and Catalyst Health Solutions (CHSI) are now merged into one stock Catamaran (CTRX). Here’s a look at CTRX’s on day one.
Waiting for the Merger
June 4, 2012
Catalyst Health Systems (CHSI) is going through a merger with (more like be acquired by) SXC Health Solutions (SXCI). I’m holding CHSI and waiting.
Top of the Range
March 8, 2012
Catalyst Health Solutions (CHSI) has jumped this year, but the stock is close to its 2012 fair value. Upside is still solid for long-term investors.
2012 Will Be a Year of Spending
December 22, 2011
Catalyst Health Solutions (CHSI) will spend money on things like sales and infrastructure in 2012 to gear up for more business in the pipeline.
Time to Rest
June 22, 2011
Catalyst Health Solutions (CHSI) is the same place it was a quarter ago — sitting around fair value. It just ended a run and needs some time before moving higher.
Where’s the Beef?
April 19, 2011
Catalyst Health Solutions (CHSI) just pulled off a coup, buying Walgreens’ pharmacy benefit business. Customers will rise from 7 million to 18 million — but profits estimates didn’t jump. Where’s the beef? All I see here is bun.
Business Has Never Been Better
December 28, 2010
Catalyst Health Solutions’ (CHSI) business has never been better. The company just said revenues could climb 30% in 2011. With a P/E of 20 and expected profit growth of around 30%, this stable stock has ample upside.
Right Where it Should Be
September 22, 2010
Catalyst Health Solutions (CHSI) took a little tumble last month. In the grand scheme of things, this stock is selling right where it should be.