Catamaran Corporation (NASDAQ:CTRX)

CAPS Rating: 5 out of 5

The Company provides healthcare information technology solutions and pharmacy benefit management services to the pharmaceutical supply chain in the US and Canada.

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Member Avatar kannankeril (77.83) Submitted: 5/1/2014 1:25:23 AM : Outperform Start Price: $41.71 CTRX Score: +2.24

The company has a good track record of performance over three & five year periods. Its performance clearly beats peers & much larger rivals CVS Caremark & Express Scripts over those longer timeframes.

Market negative reaction over last two months seems a bit severe and there exists good potential of getting back to & beyond $55 in a little over a year.

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Member Avatar TMFCheesehead (84.79) Submitted: 4/17/2014 12:29:53 PM : Outperform Start Price: $39.42 CTRX Score: +7.29

Investing in ability to provide industry-best service causes a short-term hit but, if successful, is a long-term win.

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Member Avatar TerryHoodSr (51.53) Submitted: 3/3/2014 1:35:33 PM : Outperform Start Price: $43.98 CTRX Score: -3.23

CTRX BP 44 TP 57 1YR EPS 140%

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Member Avatar TerryFool (< 20) Submitted: 3/3/2014 11:54:36 AM : Outperform Start Price: $44.90 CTRX Score: -5.29

CTRX BP 44 TP 57 1YR EPS 140%

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Member Avatar 2win (< 20) Submitted: 1/17/2014 8:02:21 AM : Outperform Start Price: $50.08 CTRX Score: -18.04

rebuying. mkt being held up by QE. nothing can bring it down. party (ha! ha! ho! here we go!) and that's when mkt goes down. we don't care.

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Member Avatar TMFTycoon (28.19) Submitted: 12/16/2013 5:00:03 PM : Outperform Start Price: $45.07 CTRX Score: -10.95

Catamaran stands to benefit from the Affordable Care Act and the aging of Baby Boomers.

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Member Avatar My535 (39.85) Submitted: 10/3/2013 2:46:58 PM : Outperform Start Price: $45.03 CTRX Score: -18.26

Well positionioned to lead in the US health care revolution.

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Member Avatar mwlove (61.55) Submitted: 10/2/2013 10:47:57 AM : Outperform Start Price: $46.43 CTRX Score: -21.22

Catamaran’s shares have fallen over 10% since mid-September, dropping their forward P/E to 18. Can’t beat that, for a company that will grow revenues by 50% in 2014. The sell-off seems to come mostly on news that some employers are moving to private exchanges to manage health care costs. That’s a minor blip in what is going to be a long-term growth story.

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Member Avatar vanliew (68.60) Submitted: 7/18/2013 5:31:01 PM : Outperform Start Price: $50.89 CTRX Score: -29.39

real money: mom and kids

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Member Avatar NHWeston102 (63.89) Submitted: 6/28/2013 2:07:07 PM : Outperform Start Price: $48.83 CTRX Score: -30.87

Buy-out Bait!! An innovative company with a lot of management hustle and lots of little deals with big companies. This is an area that can't not grow, not with the aching need to rationalize health care records and management. Demographics, debt, and management urgency are all behind the catamarand...

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Member Avatar TMFInnovator (23.17) Submitted: 5/7/2013 11:00:14 AM : Outperform Start Price: $51.89 CTRX Score: -35.73

Classic disruptor that has been successful. There is a lot to like in this business.

Strengths
- Transparent business model is disruptive to the traditional PBM market.
- CTRX's technology is superior to competitors.
- Now that they are established in difficult customer segments (public-sector institutions and state Medicaid claims), there are high switching costs for customers to leave.

Opportunities
- Healthcare reform is putting a lot of pressure on Managed Care Organizations to take costs out of the system (which would reduce costs to the final consumers).
- The flood of generics into pharmaceuticals offers opportunity for PBM's to take additional costs out.

Reducing costs is a huge opportunity for Catamaran. Their fixed-price, transparent business model is aligned with the direction the industry appears to be heading. If they can upsell to larger clients, they could go from disruptor to the industry standard.

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Member Avatar Tahojo (27.10) Submitted: 5/3/2013 4:47:03 PM : Outperform Start Price: $52.63 CTRX Score: -37.41

good stock, just experienced pullback

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Member Avatar echofarmer (99.20) Submitted: 1/30/2013 5:59:54 PM : Outperform Start Price: $52.15 CTRX Score: -46.10

Very clean Balance Sheet with plenty of cash and no debt. Good cash flow and earnings growth history. The main financial con as I see it is the razor thin margin. Yikes! Not much room for error here, but good cash position to survive any missteps.

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Member Avatar huddaman (98.25) Submitted: 1/24/2013 3:37:46 PM : Outperform Start Price: $54.99 CTRX Score: -45.96

2014 EPSe is 2.32. Price <46 represents 20 multiple

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Member Avatar garifolle (< 20) Submitted: 9/14/2012 3:29:46 PM : Underperform Start Price: $47.49 CTRX Score: +40.38

The very ambiguous way CTRX announced " a nominal dividend on the issued and outstanding common shares of the Company to effect a two-for-one stock split."
Well no it is NOT a dividend, it is yet another stock split, another dilution, that's it that's all.
Not much has changed since I last "downgraded" the previous SXC, which was my highest points earning on My CAP, since I do not play very actively.
I had closed the position because the stock was gaining some strength, due partly to analysts high targets, partly to short covering.
The short float has now diminished to a comfortable 0.95%.
The insiders have only sold more, the higher the price went, and since over a year not one insider has bought (except for one small position a few days ago).

Catamaran was present at the CIBC Institutional Investor Conference (September 13), and I do not know if important upgrades will come out.
But it is surprising that right the day after, the stock start going down.

The year-over-year revenue growth of 115.7% was tremendous: is this sustainable?
SXC was together a growth and a defensive stock, even without a dividend.
Everyone talks about APPL: SXC was certainly the Apple of the techno-pharmaceutical companies.
In the past 5 years, APPL has beaten the Nasdaq by more then 400%... and SXC by more then 600%!
APPL has started to give a dividend, CTRX / SXC has not.

CTRX has more competitors then it used to.
My negative call could be only for a few weeks, and sometime after the split, the stock might make a come back.
But (like Cisco), once a prestigious company is not a fantastic growth stock anymore, it should buy back stock (CTRX makes the opposite, because it does not sits on "tons of cash"), and distribute a dividend, and this will be very difficult.

And finally, but not the least, my concern is about the acquisition of Catalyst Health Solution at a price of $4.14 billions.
I am not sure if this will bring real returns before many, many years: I have calculated approximately 35 years!

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Member Avatar dvena (60.63) Submitted: 4/22/2012 11:02:20 AM : Outperform Start Price: $11.65 CTRX Score: +198.06

Pharmacy Benefit Management is the wave of the future and SXCI is at the forefront. They are in the sweet spot. They are the up and comer in an industry dominated by old-school rules. SXCI pulls back the veil and provides transparency where non existed before. By providing a better price, better service and transparency, they have carved out a nitch for themselves and tend to profit greatly as firms look to save money. They also have the silver tsunami of the baby boomers retiring in mass to drive future business opportunties.

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Member Avatar sungura2005 (28.49) Submitted: 4/19/2012 11:30:44 AM : Outperform Start Price: $38.88 CTRX Score: -28.23

Strong 5yr and QOQ sales growth, P/S < 5.

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Member Avatar TMFmd19 (94.54) Submitted: 4/19/2012 9:42:37 AM : Outperform Start Price: $45.30 CTRX Score: -43.73

Thankfully I had this in my real money portfolio at a split adjusted $10 a share. I still think they will continue to outperform the S&P from here.

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Member Avatar grease81 (< 20) Submitted: 2/28/2012 10:54:48 AM : Outperform Start Price: $35.79 CTRX Score: -18.76

Top stock with stable earnings in an ever growing sector...

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Member Avatar RXDOC73 (99.24) Submitted: 7/21/2011 12:16:13 PM : Outperform Start Price: $31.99 CTRX Score: -7.68

Buy out target

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