Ceradyne, (CRDN) Ceradyne, Inc. develops and manufactures advanced ceramic products and components for defense, industrial, automotive, and commercial applications. They rely heavily on defense spending, producing ceramic armor for military personnel and attack helicopters. Ceradyne is based in Costa Mesa, Calif with two ceramic products plants in Lexington. The company makes the ceramic body armor worn by U.S. troops in Iraq and Afghanistan, as well as diesel engine components.

Ceradyne Inc. is expanding into new markets. The company recently held the grand opening for its 98,000-square-foot factory in Tianjin, China.

The company revenue growth rate over last year is a stellar At $756M in revenues over the past 12 months, and a revenue growth rate of 14%, this company is poised to exceed a billion in revenue.

Valueclick, (VCLK) is a provider of a wide range of interactive and offline advertising and marketing products and services. The company is perhaps best known for its cost-per-click (CPM) Internet advertising model, whereby advertisers are billed only for the click-throughs that their ads achieve.

ValueClick has been attracting a lot of investor attention recently as one of the largest ad networks still untethered to an Internet search or interactive agency after a quick round of acquisitions, most recently Microsoft's $6 billion bid for aQuantive.

ValueClick also posted strong financial results earlier for the second quarter. This company achieved 80% revenue growth rate last year and is on trajectory to achieve a billion revenues next year. The company is accelerating earnings and cash flow with $133M in positive cash flow being generated by a $645 million dollar business. If this company can stay on this growth trajectory, ValueClick can follow in the footsteps of the success pattern.