The following video is part of our "Motley Fool Conversations" series, in which, technology editor and analyst Andrew Tonner and industrials editor and analyst Brendan Byrnes discuss topics across the investing world.

In today's edition, they discuss how the White House and the Pentagon are near an agreement on a five-year defense budget that will keep spending flat from 2013-2017. Defense contractors are obviously very exposed to defense cuts. Which ones are the best bets for this beaten-down and uncertain sector?

If you're a defense investor but are worried about looming cuts to the defense budget, fear not. Our analysts have uncovered two small-cap stocks that have solid deals with the government and the potential to deliver multi-bagger returns. Thousands have requested access to this special free report, "Too Small to Fail: Two Small Caps the Government Won't Let Go Broke," and now you can access it today at no cost. To get instant access to the names and detailed analysis of these two stocks, simply click here -- it's free.

This article represents the opinion of the writer, who may disagree with the “official” recommendation position of a Motley Fool premium advisory service. We’re motley! Questioning an investing thesis -- even one of our own -- helps us all think critically about investing and make decisions that help us become smarter, happier, and richer.