Was that for me?
If so, we have stocks we currently hold and stocks on our “waiting list” so to speak, ready to step in when we need them. We run our fundamental/technical screens on them (as we do our active client portfolios) several times a day to see if any need to be added or deleted and act accordingly.
Since we add new clients all the time, unless we’ve just done a major realignment, everybody’s got different entry points. Over time, it all pretty much evens out.
That being said, if a new client comes onboard but a couple of the stocks we’d like to buy for them are too expensive at the moment but are “fundamentally” still “buys”, we hold off and look for a better entry. Sometimes we get an obvious one, sometimes not. If we don’t, we swallow hard and re-check our fundamentals then pull the trigger.
If a stock is fundamentally good and has a long-term record as such, it takes a lot of nervousness out of paying more than we’d like to.
I would love for this to be an exact science but, while we make these decisions based upon real data, sometimes it doesn’t work that way.