lamar villery is the portfolio manager of the villery balanced fund. welcome, nice to have you here. >> thank you, glad to be here. >> you also make the point that some of these small caps tend to have less debt. >> that's right. that's right. generally speaking, these companies are in growth mode. rather than like a mature company that sort of takes out a lot of debt, starts paying a dividend, these companies are aggressively reinvesting in their businesses. generally they're not taking on a heavy debt load. >> let's get to your picks. the first one, you say they all have strong recurring growth revenues, and you want to own them for about five years, as we mentioned. first one is exxon enterprise. why do you like it? >> sure. so the name that probably -- you probably would recognize what it used to be called, taser. they initially made their name in the nonlethal weapons, the taser guns. the real growth engine here that we like is the axon business, their body worn cameras and fleet automobile cameras. they sell these cameras to municipalities and th