You 'Probably' Already Do Business with This Small Cap Pick

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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Disclosures:

Travis and his family own CSG shares via Intrepid Capital Funds.

* Comcast is a corporate parent of CNBC.

Disclaimer