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Alan Young » Comments » ACTI

  • Smallcaps Flush with Cash [View article]
    I like the idea, but....

    (1) What is your definition of "high cash-burn rate"? I ask because at least half of your are big cash-burners by my measure: e.g., TLAB's EPS (ttm) -2.34 is a rate that will burn all their reported cash in about 8 months.

    (2) There must be a reason all these companies are in the telecommunications equipment industry, and I'd need to learn more about the industry to find out why so many small players (and at least one mid-sized one) are hoarding cash like this.

    Mar 31 16:30 pm |Rating: +2 0 |Link to Comment
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