After fortuitously sheltering in place on the east coast for seven weeks, we are heading back for CA this week. We seem to have, very thankfully, missed the smoke and clear skies await. Now, if we can survive the...
Tailwinds' Take: OnTrak is now fully funded and has the financial capability to grow their team to meet the demand of their clients.  Santa Monica, CA – September 8, 2020 – Ontrak, Inc. (NASDAQ: OTRK) (“Ontrak” or the “Company”), a...

Hello Fall!

What a difference a week makes. Last Saturday I was writing about an epic (for Tailwinds) stretch of performance and salivating over all the positive catalysts that were on deck for September. This week I'm shellshocked by the sudden...
One of my investors recently told me that he diversifies his portfolio on his own. The money I manage for him is meant to provide outsized returns, he doesn't need me to worry about concentration risk. "Just buy your...
Tailwinds' Take: Non-dilutive funding! This is another hole in the short thesis as OTRK is now a well-funded company. I expect to see them make at least one acquisition soon, which should be highly accretive over time. Glad to...
Stocks continued to climb the proverbial wall of worry last week, with the S&P briefly managing to touch an all-time high and the Russell getting closer to positive territory for the year. Meanwhile, in a move that has many...
Telehealth was the all the rage this past week. First The Centers for Medicare & Medicaid Services (CMS) is proposing changes to expand telehealth permanently, consistent with the Executive Order on Improving Rural and Telehealth Access that President Trump...
Tailwinds' Take: an inline quarter, which should be more than enough to satisfy skeptics. OTRK is booming and just seems to be getting stronger as time goes on. With a massive short position, the stock should continue to work...
Santa Monica, CA, July 30, 2020 – Ontrak, Inc. (NASDAQ: OTRK) (“Ontrak” or the “Company”), a leading AI and technology-enabled healthcare company, today announced that the company’s data pipeline system, eOntrak Case Management System and supporting technology infrastructure have...
There's certainly a lot going on in the world at large right now and none of it seems too good. Covid-19 refuses to go away, a cold war is developing with China and our government can't decide on another...
Greetings from...wait for it...Ashland Oregon. Yes, it was so good, we came back for more. The weather here is great, the riding is outstanding and, in a complete shocker to those from the Bay Area, Mrs. Carlson can get...
Catasys, Inc. (NASDAQ: CATS) (“Catasys” or the “Company”), a leading AI-powered and telehealth-enabled, virtualized outpatient healthcare treatment company, today announced that the company will adopt the name of its market-leading solution, becoming Ontrak, Inc. Effective Tuesday, July 7, 2020, the company’s...
Well, we finally got that over with, right? After months of speculation as to when Catasys would finally sign up a client for a national Medicare Advantage (MA) rollout, it happened this week. Cigna, with their 1.2 million MA...
Tailwinds' Take: Catasys has delivered on their stated goal of a national rollout. This announcement, along with the comments about continued strength in enrollment, basically ensures that guidance will be hit in 2020. An expected, but very positive development. SANTA...
When you receive this newsletter, it will be June 21st, the official start of summer. Typically for stocks you have a summer doldrums, "sell in May and go away" being the mantra that long-time traders have bandied about for...
Perhaps it's because I've not seen the barber during the pandemic, but the market has me left me scratching my head. Some recent stock price movements are bizarre at best and often completely disconnected from reality. Case in point,...
The world of micro-cap is full of little stocks with big ideas. It seems like a large number of these companies have no sales, but can project a total addressable market in the hundreds of millions. Opportunities abound in...
May was another strong month for the market as the stimulus package and expectations for a strong re-opening of the economy kept the rebound going. The last two months are the best two month stretch for the market since...
As most readers know by now, I love mountain biking. It's great exercise and there's a tremendous thrill to hitting a difficult stretch of trail just right. You see the one line that looks rideable, hit it with confidence...
As if on cue, the market took a turn lower last week. This will be but a quick note on the market, as I'm not sure how much value I can add. That is, if you've read my newsletters...
Tailwinds' Take: more geographic expansion as Catasys' OnTrak program drives returns for this insurer. Enrollment momentum continuing and further expansions expected. The future continues to be very bright for CATS. Catasys, Inc. (NASDAQ: CATS) (“Catasys” or the “Company”), a leading AI-powered and...
The market continues to ignore my bearish calls and, instead, keeps chugging higher. I'm at a loss to explain this, as are most professional investors with whom I speak. Here in my home of Marin County, we expect restaurants...
Tailwinds' Take: enrollment continues to ramp quickly. Stock remains undervalued relative to the growth rate and level of business when compared to peers. SANTA MONICA, Calif.--(BUSINESS WIRE)-- Catasys, Inc. (CATS) (“Catasys” or the “Company”), an AI and telehealth enabled, virtualized...
Well, I've been expecting it and it appears that it's here. The market put up one of its best months ever in April, but starting on Thursday my anticipated end of the rally kicked off. I'm saying it here...
It was certainly a great week for the market as a number of positive factors contributed to the continuation of what is a very big rally from the recent lows. The news flow around CV19 (hospitalizations appear to be...
Tailwinds' Take: CATS is getting closer to national coverage with Aetna. We are still awaiting a national rollout with another insurance carrier (UNH?), which we hope will be announced soon. Santa Monica, CA - April 7, 2020 - Catasys, Inc....

IF Alpha?

My biggest concern last fall was, "what if Bernie gets into office?" This fear was driven partially by the fact that the market would likely sell off with the democratic socialist in charge, but more so by the concern...
Here's an interesting piece of news on Patriot One (PTOTF). If you recall, a little over a year ago, Patriot formed a JV to "commercialize a technology for the stand-off detection of explosives and other threats such as chemical...
My Take on The Market This was a good week in the market, which was a welcome relief. We had a big bailout announced by the federal government and some estimates of how bad COVID19 could be came down a...
Tailwinds' Take: 500 enrollments per week annualizes at $150M in revenue. Numbers for Q1 are going to be beaten and Q2 numbers will have to be raised. This also puts the 2020 target of $90M well within reach even...
Normally I love my Saturday mornings. This is when I write the weekly newsletter and it gives me a chance to review the prior week in the market and look for meaningful insight into our companies and what investors...
Tailwinds' Take: as companies grow, it's natural progression to bring in leaders with experience at larger organizations. LaVerne's background is a natural for the next stage of Catasys' growth. Particularly as I believe we are going to see them...
Sometimes a typo can hit the sweet spot, right? When I got the text that we're entering a beer market...well, let's just say that I couldn't have agreed more. Stocks are in free-fall, the country is entering a national...
Santa Monica, CA – March 12, 2020 – Catasys, Inc. (NASDAQ: CATS) (“Catasys” or the “Company”), an AI and telehealth enabled, virtualized outpatient healthcare treatment company, today reported its financial results for the fourth quarter and year ended December...
•Company Sees No Negative Impact from Coronavirus •Reports Record Enrollment in March 2020 (month to date) •Full Year Revenue of $35.1 Million, Achieving Revenue Guidance and Up 131% from 2018 •Q4 2019 Record Quarterly Revenue of $11.8 Million, Up 109% Year over...
Tailwinds' Take: another solid hire as Catasys is planning on "hundreds of millions in revenue" over the next couple years. SANTA MONICA, Calif.--(BUSINESS WIRE)--Catasys, Inc. (NASDAQ: CATS) (“Catasys” or the “Company”), a leading AI and technology-enabled healthcare company, today announced the appointment...
Tailwinds' Take: we all know that CATS doesn't incorporate expansions into guidance, so this should give investors more confidence into their large growth expectations for 2020. It also demonstrates the value of their products to customers as expansions continue.  Santa...
Lots going on in Tailwinds' universe recently. Here I recap conversations and observations from the prior week's trading... This screen shot says it all...if Druck loves small cap, then I'm saying we're in the right space at the right time. HyreCar...
It's Oscar week right now and times they are a-changing. Netflix is up for numerous awards as they try to bludgeon their way into acceptance in Hollywood. They have certainly gained relevance, but will they win over the Old...
I was skiing outside Seattle last weekend. Steven's Pass ski resort, to be precise. They have gotten a lot of snow up there this winter and the base was great. There was also a foot and a half of...
On Thursday this week, as we finished dinner I looked out the window and the sky was on fire. It was quite possibly the most amazing sunset I've seen from our house and was a great way to end...

Early Returns

New Years always brings out the prognosticator in all of us. Everyone likes to predict what the market will do, what sectors will shine and their favorite stock for the coming 52 weeks. I'm no different, having given out...

Visions of 2020

This last week was actually a very good week for the Tailwinds' portfolio. Despite the overall quiet of a holiday week (or maybe because of it?), led by a 22% gain in Provention Bio, we managed to put up...
Tailwinds' Take: "significantly increasing our outreach pool". That about sums up this press release. Catasys is likely to exceed 2020 guidance and continue expanding rapidly beyond then. Santa Monica, CA - December 17, 2019 -Catasys, Inc. (NASDAQ: CATS) ("Catasys" or...
The market seems took a little hit this week, then bounced back. The net result of which was the wind coming out of the recent micro-cap rally. This is likely a temporary setback as valuations remain much cheaper and...
Tailwinds' Take: Medeiros is a great hire for CATS. His resume is impressive and his experience meshes very well with the future envisioned by the Company. We are entering a very exciting stage of growth at Catasys, not only...
Those who know me well are well aware that Wednesdays are my favorite night of the week. That's the night I go out mountain biking with The Gestalt Haus Gang, ending up at a similarly-named (mountain) biker bar tipping...
Santa Monica, CA – November 19, 2019 – Catasys, Inc. (NASDAQ: CATS) (“Catasys” or the “Company”), a leading AI and technology-enabled healthcare company, today announced the appointment of Mr. Gustavo Giraldo to its Board of Directors, replacing Ms. Sharon...
The last couple weeks have seen a slew of earnings reports and, more importantly, investor update calls from companies in the Tailwinds Universe. Importantly for investors, the market has seemingly righted itself for the smaller companies as good news...
Tailwinds' Take: Q3 revenue was up over 100% year/year, however guidance for hitting $35 million in 2019 means that Q4 will be up 20% sequentially. This is massive growth and is a great segue into their $90 million guidance...
As the stock market hits new highs on all the major indexes seemingly daily, it appears that the market has moved to a “risk on” scenario. This coming after a very tough August when things looked rather bleak. There...
Greetings from Stresa Italy, a gorgeous town on the edge of Lake Maggiore. With great food, excellent wines and friendly people, Italy is always a great place to relax. This is especially true during times of market weakness, as...
On Tuesday Catasys (CATS) announced that their long-awaited lending partner is none other than Goldman Sachs. We believe this is a very positive development for Catasys as it removes the financing overhang from the stock and provides them with...
Tailwinds' Take: this is very big news for several reasons. Goldman is a very high quality lender who can obviously get much larger in size as Catasys grows. Their due diligence prior to making this loan is an endorsement...
I tend to be very much a buy and hold investor. I take positions, add to them as I gain confidence and generally let them ride. I do add to stocks on weakness and will trim some into strength....
I’ve held off on my August recap much like a war veteran will refrain from telling tales from the trenches. Not that my experiences are nearly as terrible as a real war, but in the figurative sense, August left...
The path to being a good investor is to be able to see what the future holds and place your bets accordingly. If you can do so often, you'll have a portfolio of winners. It's an easy game, right? There...
Shares of Catasys (CATS) are down over 15% as I write this article. Trading at close to $15 a share, the stock has retreated over 25% from the recent 52 week highs that it hit a few months ago. This...
Tailwinds' Take: solid growth, although shy of the Street forecasts. Guidance, as always, very strong. Conference call will determine near-term direction. Longer-term, things look great. LOS ANGELES--(BUSINESS WIRE)--Catasys, Inc. (NASDAQ: CATS) (“Catasys” or the “Company”), a leading AI and technology-enabled...
Tailwinds' Take: this expansion should easily bring their eligible lives to well over 100,000. It also demonstrates that the program is working as Aetna continues to expand their involvement. The investor update call on Wednesday could really send shorts...
This was a very hectic week in the market, with major swings in the indexes and in our universe of smaller companies. Earnings season for most smaller companies is the first two weeks of August, which creates ample reasons...
Sometimes big news falls on deaf ears. Which, by the way, is one of the reasons I like the micro-cap space. With only a few analysts, if any, focused on a company, meaningful news can often be overlooked for...
Tailwinds' Take: this is potentially the most significant announcement in CATS' history. They are using their AI to expand their product line significantly. I suspect, from the language being used here, that we are closer than ever to national...
Los Angeles, CA - July 18, 2019 - Catasys, Inc. (NASDAQ: CATS) ("Catasys" or the "Company"), a leading AI and technology-enabled healthcare company, today announced the appointment of Mr. Robert L. Rebak to its Board of Directors, replacing Mr....
Los Angeles, CA – June 26, 2019 – Catasys, Inc. (NASDAQ: CATS) ("Catasys" or the "Company"), a leading AI and technology-enabled healthcare company, today announced the appointment of Daniel Prewitt as the senior vice president of sales. In this...
In what is shaping up as a never-ending quest to provide newsletter coverage from anyplace not named "home", this week's letter comes from Raleigh, NC. I'm here to keep my daughter company for the weekend as she is toiling...
Los Angeles, CA – June 6, 2019 – Catasys, Inc. (NASDAQ: CATS) ("Catasys" or the "Company"), a leading AI and technology-enabled healthcare company, today announced a strategic partnership with digital therapeutics company Canary Health. "Catasys has built a unique, proprietary...
I'm not sure why, but it seems that every time I feel the Tailwinds' Portfolio is poised for big gains, the market enters a swoon. This time, thanks to the ratcheting up of trade tension, we looked ready for...
Today was the first day of the B Riley Conference in Los Angeles at the Beverly Hilton, a hotel that has a 60's feel to it. It's updated and in great shape, but the layout of the space is...
LOS ANGELES Q1 2019 Record Revenue of $6.8 Million, Up 256% Year over Year and Up 21% from Q4 2018 Outreach Pool of Eligible Members Increases to Approximately 92,000 in May 2019, up 124% from 41,000 at December 31,...
Tailwinds' Take: launching into treatment of another disorder demonstrates the potential of the OnTrak platform for horizontal expansion across any behavioral health issue. Catasys is in the early stages of a massive opportunity. Los Angeles, CA – May 9, 2019...
Los Angeles, CA - May 8, 2019 - Catasys, Inc. (NASDAQ: CATS) ("Catasys" or the "Company"), a leading AI and technology-enabled healthcare company, today announced a strategic partnership with Circulation, a leading manager of non-emergent medical transportation (NEMT) programs...
Tailwinds' Take: Centene is expanding coverage, demonstrating the positive impact of OnTrak. Depression and anxiety are much bigger indications than addiction in terms of eligible lives. Thursday's earnings call should have lots of positive things to say about expansion...
Tailwinds' Take: Cigna continuing expansion is further proof of the effectiveness of OnTrak. CATS is poised to blow away forecasts over the next 12-24 months based on its rapid growth in eligible lives which are far exceeding earlier company...
I'm not a big fan of getting involved in stocks with big short positions. Short sellers, in general, are very smart investors. They do their homework and are usually right a lot more often than they are wrong. They are...
Tailwinds' Take: further expansion by an existing customer demonstrates the success of OnTrak. We expect to see Eligible Lives approach 100,000 when CATS reports earnings in two weeks. Catasys, Inc. (CATS) (“Catasys” or the “Company”), a leading AI and technology-enabled...
Tailwinds' Take: Carol's background seems ideally suited for this role. Meanwhile this quote, "new level of growth and market expansion", from Terren suggest that things continue to go very well at CATS. Los Angeles, CA – April 9, 2019 –...
LOS ANGELES--(BUSINESS WIRE)-- Catasys, Inc. (NASDAQ: CATS), a leading AI and technology-enabled healthcare company, today reported its financial results for the fourth quarter and year ended December 31, 2018. The Company provides big data-based analytics and predictive modeling driven healthcare services to...
Tailwinds' Take: CATS has been under pressure lately on rumors of an equity financing. This press release disproves that thesis and also should encourage investors heading into tonight's earnings release with the use of the term "accelerating growth". We...

LD Micro Recap

This week saw several extraordinary events come together simultaneously. On Tuesday the market dipped to the 4th largest point loss in Dow history. Wednesday saw markets closed (thankfully) in honor of the late...
This weekend we'll be hanging our stockings on the mantel. Come Christmas morning, they'll be lying on the floor, overflowing with presents. At least, that's what has traditionally happened. There always remains the risk of finding your stockings filled...
Catasys (CATS) reported their earnings this week, along with hosting an earnings conference call. I had high expectations going into the call. They were exceeded. The call covered not only their current business, but provided a first look at guidance...
Q3 2018 Record Billings of $6.3 Million, Up 210% Year over Year and Up 21% from Q2 Q3 2018 Record GAAP Revenue of $4.4 Million, Up 266% Year over Year and up 33% from Q2 Reiterates 2018 Billings...
October has a reputation for being a bad month to own stocks. For the current generation of investors, this reputation was earned primarily from several disastrous meltdowns. These include Black Monday in 1987 when the market lost 23% in...
Los Angeles, CA – November 1, 2018 – Catasys, Inc. (NASDAQ: CATS) (“Catasys” or the “Company”), a leading AI and technology-enabled healthcare company, today announced the appointment of Edward Zecchini, Sharon Gabrielson, and Diane Seloff to its Board of...
Tailwinds' Take: while not a huge client, this shows continued execution on the part of Catasys. Expect more of these client announcements going forward and strong guidance on the Q3 call in early November. Catasys, Inc. (CATS) (“Catasys” or the...
It seems like a long time ago, but it was only last December when I said that Catasys was a “Top Pick for 2018”. That was at $3.50 a share. Since then, shares in CATS have rallied dramatically, reaching...
Tailwinds' Take: continued rollout of OnTrak-A (aka Aetna) demonstrates that the program is working as advertised. We see nothing stopping this continued expansion of customers and geographies for CATS. Catasys, Inc. (CATS) (“Catasys” or the “Company”), a leading AI and...
Tailwinds' Take: we see no reason that OnTrak can't continue its expansion across the whole United States. As this customer, which is likely Aetna, continues expanding, one can assume they are seeing excellent results. We believe there will be...
Yesterday Catasys announced earnings and had their quarterly call with investors. This call was of particular importance to me as it really drove home the point that CATS has reached the point of no return. The train has left...
Tailwinds' Take: an excellent quarter as they are executing on all metrics. More to follow post the conference call. Q2 2018 Record Billings of $5.2 Million, Up 152% Year over Year Achieved a Record $2.4 Million in Billings in...
Los Angeles, California–July 18, 2018–Catasys, Inc. (NASDAQ: CATS) ("Catasys" or the "Company"), a leading AI and technology-enabled healthcare company, today announced Jeremiah Stone's appointment as the Company's Chief Technology Officer, a newly created position within the Company. He will...
I get a lot of questions about Catasys, which is my biggest holding. When the stock went up about 150% in the first 6 months of the year, many readers were asking me if I was selling. The answer...
Tailwinds' Take: very important press release. Not only did they need capital to grow, but this shows they are delivering on their promises. Perhaps the even more important information, however, is contained in the subtitle, "product innovations to broaden...
Tailwinds' Take: Anthem is the 2nd largest insurer and California is the biggest market in the country, so major milestone of a launch here. Shares in CATS have been hitting highs recently and this could push them to a...
Yesterday, Catasys (CATS) reported Q1 results. The figures reported by CATS were very solid and should be well received by investors. For, while Q4 seems to have been the point in time when their business started really accelerating, Q1...
Tailwinds' Take: great April leads to expectations that things are moving towards their guidance of $20MM in billings for 2018. Company is on the right track. LOS ANGELES Q1 2018 Record Billings of $3 Million, Up 33% Year over Year...
Catasys, Inc. (NASDAQ:CATS), a leading AI and technology-enabled healthcare company, announced today that the Company’s Senior Vice President and Chief Medical Officer, Omar Manejwala, M.D., will be presenting at the nation’s largest behavioral health event, the National Council for...
Los Angeles, California–March 14, 2018–Catasys, Inc. (NASDAQ: CATS), a leading AI and technology-enabled healthcare company, announced today that it has launched enrollment of its OnTrak-H solution with a leading national health plan partner. Eligible Commercial members in 16 states...
Tailwinds' Take: CATS is hitting their inflection point with billings up 40% sequentially and eligible members increasing very rapidly. I believe this will be a seminal year for Catasys. LOS ANGELES--(BUSINESS WIRE)--Catasys, Inc. (CATS), a leading AI and technology-enabled healthcare...
Tailwinds' Take: another expansion of an existing program demonstrates that Catasys continues to deliver positive results to both patients and health plans. Earnings tomorrow should be a positive event. Los Angeles, California–March 6, 2018–Catasys, Inc. (NASDAQ: CATS), a leading AI...
Tailwinds' Take: the launch of a 4th national plan with additional expected launches in 2018 means numbers will be going higher for CATS. Very positive as their traction just increases. LOS ANGELES--(BUSINESS WIRE)--Catasys, Inc. (NASDAQ: CATS), a leading AI and...
About two weeks ago, I had the opportunity to sit down with the management team at Catasys for a corporate update. I left the meeting more excited than ever about both the near-term and long-term prospects of Catasys. The...
Tailwinds' Take: expansion with an existing client demonstrates success. Additionally, having their own network is big news for them longer term. The Company is executing on all cylinders as we move into 2018.  Catasys (CATS), a leading AI and technology-enabled...
Tailwinds' Take: this data fully supports the Company's claims and explains why 7 of the 8 largest health insurers in the US will be using OnTrak to help their at-risk enrollees. Proven success with a high barrier to entry...
Tailwinds' Take: 2018 is setting up to be a very big year for CATS, not only in terms of their current customers, but with a full pipeline of additional business. Based on our model, this deal could boost their...
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 venture-type returns; winning positions have the potential to return multiples on your investment. Venture upside...
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 lately, closing the year with a bang. If gaining 20% in the last two months...
As 2017 winds down to a close, we have made several changes to the model portfolio. These changes are meant to better position our holdings for 2018. The changes are as follows: adding NDRA at an average weight of the...
While fundamental analysis can be done on a spread sheet, trading is more art than science. Understanding of both, and how they interact, can be very helpful to generating large returns. For example, I am quite confident that Catasys will...
Last week I had the opportunity to drop in on Catasys' offices in LA and meet up with Christopher Shirley, their CFO. Christopher has been with the Company for close to a year, having come over from GE. We...
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. Companies are focused on it, Google has rebuilt their software around it, and Mark Zuckerberg...
Over the last two months, Catasys (CATS) shares traded lower, drifting down on light volume. As I detailed in depth a few weeks ago, this selloff was the result of investor's expectations for a strong Q3 being about 3...
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 revenue, which is very inexpensive looking at the size of the opportunity in front of...
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 addition, CATS is getting health plan support, which actually is putting more money towards treatment...
In a recent article, I discussed my model for Catasys and how it shed light on the fact that Q3 billings were going to be flat versus the increase that investors had been anticipating. The process of going through...
The market is a great discounting mechanism. Current share price is supposed to reflect future earnings, hence discounting the opportunity. Sometimes there is a wide gap between the expectations of the market and what the future really holds. When...
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 their numbers, as they are quite wrong, to the point of being similar to Fake...
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' OnTrak program is a potential life saver for those suffering from addiction.  Catasys, Inc. (CATS), a provider...
In the quarter ended June 30, several institutions stepped up and purchased shares of Catasys. This is a first for the Company as, prior to then, there had been no real institutional support for the shares; before the June Q,...
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 to rapid growth in Q3 and beyond. Catasys, Inc. (CATS), a provider of proprietary predictive analytics...
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 the first quarter. This, however, was not unexpected by the market, as the Company has...
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 $50M in billings in 2018. Q3 numbers will confirm whether this is true or not,...
Tailwinds' Take: HCSC and Anthem are the two largest Blues. Per company guidance, one could reasonably expect both of them to be clients by year end. They represent 50% of all the Blue business, so this story is just...
Tailwinds' Take: CATS is at an inflection point in their business. Per these quotes, "The Company expects to see enrollment totals through this contract increase considerably starting in the third quarter of 2017...Our next step will be to launch...
In March of 2017, Catasys (CATS) reported their fourth quarter results for 2016. This was an important earnings announcement as it marked the first quarter of the product launching with major health plans, which resulted in a large uptick...
On June 27, 2017, Catasys' CEO Terren Peizer spoke with Tailwinds partner Daniel Carlson, discussing the current business of CATS, the growth plans, and the competitive landscape. Tailwinds has a $16.20 target on CATS and it's a member of...
On June 21st, 2017, Tailwinds initiated coverage of Catasys, Inc.
As of this morning, at a price of $4.03, we added Catays, Inc. (CATS) to our portfolio. Catasys leads the health care industry in improving health and reducing claims costs for health plan members with behavioral health (BH) disorders that...
Los Angeles, California—June 1, 2017—Catasys, Inc. (NASDAQ: CATS), a provider of proprietary predictive analytics and integrated treatment solutions to health insurance plans, announced today that it is now receiving all of the member data expected from a leading national...
Los Angeles, California—May 24, 2017—Catasys, Inc. (NASDAQ: CATS), a provider of proprietary predictive analytics and integrated treatment solutions to health insurance plans, announced today that it has launched enrollment under the previously announced contract for its OnTrak™-C solution coverage...
Los Angeles, California—May 16, 2017—Catasys, Inc. (NASDAQ: CATS), a provider of proprietary predictive analytics and integrated treatment solutions to health plans, today announced the appointment of Christopher Shirley as its new Chief Financial Officer, effective immediately. Mr. Shirley succeeds...
DFC Advisory Services LLC (dba Tailwinds Research) is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.