US- AXON. The company that developed the TASER brand. TASER has been around forever and AXON is the gold standard who totally controls the US market and is starting to move internationally. AXON has now moved into the camera business as well, while also developing a subscription service for the company's products. The balance sheet is in good shape with $1.1B cash and short term investments and a net cash position of $469.4M. AXON has done very well over the years and the businesses product offering is also somewhat recession proof.
CAN-LMN. A spinout and closely influenced CSU company which has been executing very well in its short time listed. LMN is using CSU's blueprint of an acqusitive strategy funded through free cash flows. It is new and not very well followed, but the potential and management influence is all in LMN's favour.
Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in AXON.