Pharmacy benefit manager Catamaran (NASDAQ: CTRX ) was the big loser in health care today, with shares falling more than 10% after an earnings report that contained some disappointment. While the company beat on earnings by $0.02 per share and came out handily ahead on the top line, 2014 guidance was the real issue. The company guided for an EPS of $2.04-$2.19 for the year, a big difference from the $2.41 the market was expecting.
However, Motley Fool health-care analyst David Williamson still really likes the company and its use of analytics. In the following video, David gives investors some of the key strengths he sees in the company, and discusses why Obamacare will give this company a strong competitive advantage down the road.
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