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Sell-side support may help a stock, but it certainly isn't an absolute requirement for outperformance. Government IT services specialist CACI International (CACI) isn't well-liked by the Street (just one "Buy" rating against 10 "Holds" and three "Sell" ratings), but the shares have more than doubled the return of the S&P 500 over the past year and sit just 3% below their 52-week high.

Throughout the ups and downs of federal budget cycles, CACI has been remarkably consistent at generating free cash flow, and almost equally consistent in leveraging that cash flow (and debt) to acquire businesses and expand its revenue footprint. Certainly times are getting more challenging for the entire government IT sector, as sequestration, the debt...

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