Worried that you missed the big-cap rally? Want to get in on some small-cap stock action?
Mark Travis, chief executive of Intrepid Capital Funds, has a pick for you: CSG Systems.
"They probably send you your cable-TV bill," Travis explained to CNBC.
"They control about 50 percent of the market."
The billing company has a $650 million market cap and generates over $100 million in free cash flow, he said.
Travis did offer a caveat re the investment risk: a "fairly concentrated" client base. He noted that Comcast* alone comprises some 17 percent of CSG's business.
Watch the interview for more medium- and big-cap stock picks from CNBC contributors Michael Farr and Vince Farrell, watch the video.
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Travis and his family own CSG shares via Intrepid Capital Funds.
* Comcast is a corporate parent of CNBC.