Sunday, January 21, 2018

Catasys Announces Agreement with Cigna

Tailwinds' Take: 2018 is setting up to be a very big year for CATS, not only in terms of their current customers, but with...

CATS…Naked Shorts and the Public/Private Disconnect

I often refer to investing in public micro-cap companies as "public venture capital". This is because when you get it right, you can have...

Previewing 2018…What to Expect From Our Portfolio

As we enter the new year it is very difficult not to be optimistic...borderline exuberant. The Tailwinds Select Portfolio has been on a tear...

Adding NDRA, Grooming CATS, and Other Year-End Housekeeping

As 2017 winds down to a close, we have made several changes to the model portfolio. These changes are meant to better position our...

CATS: a Top Pick for 2018

While fundamental analysis can be done on a spread sheet, trading is more art than science. Understanding of both, and how they interact, can...

Catasys…Catching Up With Their CFO, Christopher Shirley

Last week I had the opportunity to drop in on Catasys' offices in LA and meet up with Christopher Shirley, their CFO. Christopher has...

What Is A.I.??? And, Four Ways To Invest In It.

In the twenty-first century, AI techniques have experienced a massive surge in interest following concurrent advances in computer power, large amounts of data, and theoretical understanding....

Catasys Hits Inflection Point

Over the last two months, Catasys (CATS) shares traded lower, drifting down on light volume. As I detailed in depth a few weeks ago,...

Catasys Reports 2017 Third Quarter Financial Results

Tailwinds' Take: the inflection point seems to have been hit with October billings of $1.1M. Guidance for next year of $20M gives this 3X...

Catasys Cites Need for Integrated Solution to Treat Behavioral Health Disorders

Tailwinds' Take: Today’s release distinguishes Catasys in the field...they are more aptly addressing the problem with dealing with addiction, depression and anxiety simultaneously. In...

Shedding More Light On CATS Q3 Enrollee Lag Time…

In a recent article, I discussed my model for Catasys and how it shed light on the fact that Q3 billings were going to...

Modeling Out CATS’ 2nd Half and Beyond

The market is a great discounting mechanism. Current share price is supposed to reflect future earnings, hence discounting the opportunity. Sometimes there is a...

CATS’ Bear Story Misses by a Mile

Today an article came out on Yahoo! Finance suggesting that Catasys would need to raise money in the near future. I won't go into...

Catasys Chief Medical Officer, Dr. Omar Manejwala to Present at TAHP Medical Directors Forum

Tailwinds' Take: as evidenced by many recent articles, including today's WSJ, the opioid epidemic is one of the largest problems facing our country. Catasys'...

Institutions Are Clawing Their Way Into CATS

In the quarter ended June 30, several institutions stepped up and purchased shares of Catasys. This is a first for the Company as, prior...

Catasys Expands OnTrak-A Solution to Connecticut with Leading National Health Insurance Plan

Tailwinds' Take: Catasys is executing on their plan. Adding states to existing programs demonstrates that they are having success. Management's comments give increasing confidence...

CATS, Recapping the Q2 Conference Call

Yesterday Catasys reported their second quarter earnings. The report itself wasn't overly impressive as, despite high year over year growth, numbers dropped slightly from...

Catasys Reports 2017 Second Quarter Financial Results

Tailwinds' Take: Growth in eligible members in July, going up to 24,000, suggests that the company is on track for internal forecasts of around...

Catasys Announces Launches with Second Largest Blue Cross Blue Shield Insurer

Tailwinds' Take: HCSC and Anthem are the two largest Blues. Per company guidance, one could reasonably expect both of them to be clients by...

Catasys Announces Program Expansion with Leading National Health Insurance Plan to Include Anxiety Disorder

Tailwinds' Take: CATS is at an inflection point in their business. Per these quotes, "The Company expects to see enrollment totals through this contract...
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