Worry less about these stocks' recent action, and focus more on the strength of their underlying businesses.Given the choice, most investors prefer buying stocks on a dip rather than during (or after) a rally. Why pay more when you can pay less? Paying less means more eventual profits.Sometimes, though, it's worth jumping into a stock while it's on the way up. There may not be a pullback coming anytime soon. Waiting could end up being costly instead of helpful.With that as the backdrop, here's a closer look ...