he is jay kaplan coportfolio manager of royce dividend value fund nice to have you here. >> good to be re. >> i can't wait to get the names out. insight enterprises it the first pick why do you like it. >> they sell all technology hardware and software to everody. they are agnostic about winners and processed. there is more cyber, cloud, services stock sells 11 times s urng with the lus are russell seing at 25 times earnings we think the growth is there for a couple of years. >> visha international technology, a specialized semi conductor you're a dividend fune you l the diftd on this. >> it's almost 2% yield. selling passive cponent there is a worldwide shortage of compass tors as autos are more electric there are more in cars this is problem not solved untid 2019 that's for business. >> my car is getting smarter it's already smartn tme. >> it's going to be crazy. >> let's turn to electric troe scientific industries. trades at about 7 times earnings. >> it's a turn around with new manaasment. making based machines that drill holes thinner than a human hair. so the connecters inside th