| Stock (Symbol) | Stock Price | |
Catalyst Health Solutions (CHSI) |
$87 |
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| Data is as of | Expected to Report | Sector |
May 9, 2012 |
July 30 |
Healthcare |
| Sharek’s Take | ||
 Catalyst Health Solutions (CHSI) has agreed to a merger with (more like be acquired by) SXC Health Solutions (SXCI). News sent both stocks soaring as the new company will save millions when the merger is complete. This deal is expected to be “highly accretive” to SXCI’s 2013 profits. I wrote a detailed article of the specifics here.Now I sit and wait with CHSI. I’ll hold the stock and follow SXCI soon. |
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| One-Year Chart | ||
 Last quarter I wrote “I’m just not feeling much upside“. I’m glad I hold for the long-term. The deal is great for you guys that own it. |
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| Earnings Table | ||
 The Earnings Table isn’t really relevant now. I want to talk about the new company here:CHSI’s market cap is $4.3 billion. SXCI’s is $6.1 billion. SXCI’s revenue jumped 56% last quarter. Wow! SXCI is faster growing than CHSI. SXCI’s profit growth is below: 2009 0.96 2010 1.11 2011 1.63 2012 2.41e CHSI’s revenue grew 29% last quarter. Solid, but nothing like SXCI’s. This is shaping up to look great.
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| Fair Value | ||
 I’m not looking at this Fair Value right now, just holding the stock (not buying more yet). |
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| Ten-Year Chart | ||
 Catalyst Health Solutions was formerly named HealthExtras (HLEX). I originally purchased HLEX in the Growth Portfolio at $14 on 5/4/2004. I think those who stuck with it (and me) will have a cost basis of $21 (and the stock is in the high $80s). |
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| Power Ranking | Bottom Line | |
Growth Portfolio
5 of 15 |
Catalyst Health Solutions is solid right here. Clients invested in the Growth Portfolio own these shares. CHSI and SXCI can both can be trusted, but I can’t get a read on their Fair Values at this point. CHSI is ranked 5th in the 15 stock Growth Portfolio Power Rankings. CHSI isn’t in the Aggressive Growth Portfolio. |
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Aggressive Growth Portfolio
N/A |
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