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.
Simon Erickson owns shares of Catamaran. The Motley Fool recommends and owns shares of Catamaran. Try any of our Foolish newsletter services free for 30 days. We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.