Solid on defense and execution.CACI International Inc Class ABATS:CACIMRCMMFundamentally bullish over the medium to long term. It has a PE around 19, a bit of debt. Strong defense, spending tailwinds. CACI is heavily exposed to U.S. intelligence, cybersecurity, electronic warfare, space, and defense modernization—areas that continue to receive priority funding. It does not seem that Gov is going to cut budget... Large backlog. The company consistently, wins multi-year government contracts, providing excellent revenue, relatively stable cash flows. Recent results, also showed healthy backlog growth, that raised revenue expectations. Solid earnings execution. CACI has developed, a reputation for meeting, or beating earnings expectations, while expanding margins through higher-value, mission technology work.