Health care is a hot topic right now. U.S. health-care costs are expected to increase to $4.6 trillion by 2020, and President Obama's Affordable Care Act represents the largest overhaul to the industry since Medicare was introduced in 1965. In short, the whole system will be undergoing some significant changes very soon.
Rule Breakers analyst Simon Erickson believes Catamaran (UNKNOWN: CTRX.DL ) is one company well positioned to navigate the turbulent waters. As a pharmacy benefits manager, Catamaran runs its business a little differently from its larger competitors Express Scripts (NASDAQ: ESRX ) and CVS Caremark (NYSE: CVS ) .
In the following video, he offers three reasons he thinks the stock is a buy today.