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...
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