Catamaran

• This Hedge Fund Takes a Relatively Balanced Approach…Should You?

  By Meena Krishnamsetty - March 21, 2013 | Tickers: AVGO, CTRX, DXCM, ET, FTNT

  While Buffett, Soros, and Einhorn seem to grab all the headlines, there is an abundance of quality fund managers in the hedge fund world. One such manager is Scott Burney of Bluefin Investment Management, which primarily divides its holdings between the technology and services industries.

  At Insider Monkey, our research has shown that the smart money’s best small-cap stock picks can beat the market by 18 percentage points a more »

• Does This Corner Drug Store Have Its Investor’s Prescription?

  By Ryan Guenette - January 4, 2013 | Tickers: CTRX, CVS, ESRX, RAD, WAG

  A SWOT analysis is a look at a company’s strengths, weaknesses, opportunities, and threats, and is a tremendous way to gain a detailed and thorough perspective on a company and its future. As the new year begins, I would like to pinpoint a leading operator of a drugstore chain in the United States, Walgreen (NYSE: WAG).

  Strengths:

  • Solid Revenue Growth: In 2007, Walgreen reported revenue of $53.76 billion more »

• Does This Company Have a Prescription for Investor’s Portfolios?

  By Ryan Guenette - January 2, 2013 | Tickers: ABC, CTRX, CVS, ESRX, UNH

  A SWOT analysis is a look at a company’s strengths, weaknesses, opportunities, and threats, and is a tremendous way to gain a detailed and thorough perspective on a company and its future. As 2013 begins, I would like to pinpoint on a leading pharmacy benefit manager, Express Scripts (NASDAQ: ESRX).

   

  Strengths:

  • Explosive Revenue Growth: In 2006, Express Scripts reported revenue of $17.6 billion; in 2011, the company announced more »

• Does Catamaran Have Healthy Leadership?

  By Matthew DiLallo - December 12, 2012 | Tickers: MDRX, CTRX, CVS, ESRX

  Even at the fastest-growing pharmacy benefits manager in the country, Catamaran (NASDAQ: CTRX) needs to have healthy leadership to keep growing.  That leadership certainly starts with CEO Mark Thierer, but it doesn’t stop there.  That’s why investors can’t overlook the role that the company’s Board of Director’s plays in guiding the company. 

  The company’s board now consists of nine members, having recently added two more »

• Three Stocks I’m Most Thankful for This Year

  By Matthew DiLallo - November 24, 2012 | Tickers: CTRX, EPD, ESRX, KMI, MON

  The holidays are always a nice time to take a step back and better yet, take a step away from the hustle and bustle of investing.  In the spirit of Thanksgiving, I thought I would take a look at three companies that I’m most thankful to be holding in my portfolio.  Each one has provided an investing lesson that is nearly as valuable as the return that’s been more »

• Can CVS and Express Scripts Sustain Their Rebound Relationship?

  By Ramesh Malayappan - November 6, 2012 | Tickers: CTRX, CVS, ESRX, RAD, SHLD, TGT, KR, WMT, WAG, WLP

  Express Scripts (NASDAQ: ESRX) and CVS Caremark (NYSE: CVS) report third quarter results on Monday, Nov. 5 and Tuesday, Nov. 6, respectively.  What they report should be interesting to watch because they are both apparently in a rebound relationship after Express Scripts broke up with Walgreen (NYSE: WAG) over contractual terms last year.  Unfortunately for Walgreen, Express Scripts apparently had the upper hand as patients migrated over to CVS and more »

• Should You Expect More Healthy Gains from Catamaran?

  By Matthew DiLallo - November 2, 2012 | Tickers: CTRX, CI, TGT

  Shares of Catamaran (NASDAQ: CTRX) enjoyed some healthy gains after reporting record third quarter earnings.  This was a big quarter for the company, having just completed their merger with Catalyst Health Solutions to create Catamaran.  The merger drove some very impressive results as they beat earnings estimates by a penny and raised earnings guidance for the full year.

  The new Catamaran delivered revenue of $3.2 billion, which is up more »

• What to do When your Stocks Go Up

  By Chris Hodge - August 23, 2012 | Tickers: CTRX, LPSN, MNST, WETF

  Editor's Note: A $1,000 investment in Hansen Natural would have been worth over $170,000 in 2011.

  I've been investing in stocks since 2001, when I bought a few shares of some companies I honestly can't remember the names of. Back in those days, my rather simplistic theory was that if I bought stocks that had substantially dropped in the recent past, I would most likely more »

• A Diagnostic Review of My Healthcare Watch List

  By Matthew DiLallo - July 16, 2012 | Tickers: CTRX, CVS, ESRX, GHDX, MPW

  Having just surgically removed a company from my watch list, I didn’t want to let too much time pass before filling that hole.  By using a combination of options strategies and mixing it with soon to be delivered dividend income, the little paper trading portfolio that I like to call the “No Drip, No Mess” Portfolio is getting ready to grow. Because health care plays such a vital role more »

• Robotic Arm: The "Wave" of the Future

  By Danny Vena - June 8, 2012 | Tickers: CTRX, ISRG, MAKO

  This is one in a series of ongoing posts detailing why I invest in various companies. I focus primarily on non-financial intangibles that point toward the possibility of multi-bagger potential.

  What they do: Mako Surgical (NASDAQ: MAKO) is revolutionizing both knee replacement and hip replacement surgery.  Mako has created a system that makes surgery less invasive and easier to recover from. Currently, they have no direct competition.  Makoplasty allows surgeons more »

• Three Healthcare Stocks Top My Watch List

  By Matthew DiLallo - June 8, 2012 | Tickers: ATHN, CHSI, CTRX, ISRG, MAKO

  Having just added a health care REIT to my paper trading portfolio that I call the “No Drip, No Mess” Portfolio I’m looking to add a few industry related companies to my watch list.  Today I am adding three companies that work to improve the lives of both patients and doctors while saving money in the process.  I’ll look to add one of these companies to the portfolio more »

• There's More to Healthcare Services Than Revenue

  By Maxxwell A.R. Chatsko - June 5, 2012 | Tickers: CTRX, CVS, MGLN, OCR, WAG

  In 2011 the United States spent an estimated $2.7 trillion (17% of GDP) on healthcare. The sky-high revenues generated by the health services industry may make it seem like a lucrative investment opportunity awaits, but after taking a closer look you’ll notice that companies are plagued by low profit margins. That doesn’t mean opportunities don’t exist, but it is important for investors to look past ever-increasing more »

• The Silver Tsunami

  By Danny Vena - May 29, 2012 | Tickers: CHSI, CTRX, ESRX, MHS.DL

  The United States is at the forefront of what has been popularly characterized as the Silver Tsunami, a term used to describe the retirement of The Baby Boomers, those born between 1946 and 1964.  This snippet from an article on the subject: 

  The start of the new year marks yet another milestone for America's Baby Boom generation, one they are not likely to welcome. The first of the baby more »

• Are These Three Soaring Stocks Worth Buying?

  By Matthew DiLallo - May 15, 2012 | Tickers: DDD, CHSI, CTRX, LNKD, SSYS

  I’ve written a lot lately about companies that just got crushed after earnings season to see if their demise was unjustified. On the flip side, there were quite a few companies that saw their shares rocket higher post earnings.  Were these moves justified and if so should new buyers move in at these elevated prices?

  The first company that caught my eye is SXC Heath Solutions (NASDAQ: CTRX) which more »

• Can SXC be the Catalyst for Your Portfolio?

  By Matthew DiLallo - April 19, 2012 | Tickers: CHSI, CTRX, CI, ESRX, WAG

  Shares of SXC Health Solutions (NASDAQ: CTRX) were up by a healthy clip Wednesday after announcing they were acquiring Catalyst Health Solutions (NASDAQ: CHSI) for $4.4 billion in cash and stock.  The deal will create one of the largest independent pharmacy benefits managers in the country, though the combined company is still dwarfed in size when compared to the newly combined Medco Health Solutions and Express Scripts (NASDAQ: ESRXmore »)

• Large-Cap Stocks Insiders are Buying

  By Meena Krishnamsetty - March 2, 2012 | Tickers: AIG, ALV, CTRX, NLSN, RAH

  Insider purchases usually signal that the stock is undervalued. As a result, stock prices often increase after insiders disclose their transactions to the SEC. Academic studies have shown that insider purchases manage to beat the market over the next 12-month period. So if you couldn’t act immediately after a purchase is announced, it still isn’t too late to buy the stock. In this article, we are going to more »

• J.P. Morgan Healthcare Conference Schedule: Day One

  By Brandy Betz - January 8, 2012 | Tickers: ARAY, ACOR, A, ALGN, AMRN, AMGN, AMLN, ARTC, BIIB, BMRN, BRKR, CFN, CTRX, CELG, CNC, COV, DNDN, XRAY, EW, ENDP, EPOC, ESRX, GHDX, GILD, HLS, HTWR, HMSY, HGSI, IDXX, IPXL, INCY, IRWD, MCK, MRX, MDT, MR, MOH, MYL, NVS, ONXX, PRX, PRGO, QSII, REGN, RMD, RIGL, SGEN, ST, SIAL, THC, MDCO, THOR, VRTX, VVUS, WAT, WMGI, ZLTQ

  The 30th Annual J.P. Morgan Healthcare Conference kicks off with a full day of presentations from companies that range from global pharmaceutical leaders to small cap novel pharmaceutical developers and health technology manufacturers. The majority of the presentations will be available through live webcasts with archived replay offered later in the day.

  I will be following (and covering) the novel therapeutic companies that have caught my eye. VIVUS (NASDAQ: VVUSmore »)