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Originally Posted by Biscuit
If you want them in your portfolio, why not just buy them - IMHO. I will often buy companies I want over a period of time, add some anytime there is weakness, but I don't let the price stop me from taking an initial holding.
I'll second that strategy. I've bought many companies over the years that I thought were "too dear". I still have the likes of MFT, FPH, ATM, OCA, SUM etc in my portfolio.
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