Value Microcaps Motherboard

[bbotcs]

DRAM v. THK

Think that THK is a much better value. Balance sheet looks clean and during the last quarter the revenue growth was spectacular. DRAM's revenue growth is okay, but pales to nothing next to THK's revenue growth. DRAM is pure tech and THK is "internet".

You get twice as many shares of THK for your money. THK is doing acquisitions and might not be able to keep up the phenomenal revenue growth or translate the additional revenues into earnings. Acquisitions can be a mess. Anyhoo, it looks like TNK is growing the business and DRAM is doing little more than treading water. The dividend is not a good sign, imo. It says that they have nothing better to do with the dough. Low-cap tech stocks shouldn't be paying dividends. I know that much. JMHO.