Budget cuts loom for traditional military contractors - but electronic-security companies will flourish.
FORTUNE -- It's no secret that the Defense Department faces draconian budget cuts if Congress can't avoid its latest standoff by March. Between that and the winding down of wars in Afghanistan and Iraq, defense companies have been facing a relatively lean future, and those stocks have lagged the S&P 500 (SPX) for the past year.
But even as troops come MORE