Hey there,
The first part of your question is near impossible to answer. We don't really 'time the markets' so waiting for a pullback that may never come can just lead to buying a company at higher prices. We are firm believers in just buying good stocks (of which both CSU and TOI are good stocks - CTS as well).
The only caveat to that is we do look out for stocks that are in overbought territory and typically avoid buying stocks that are overbought. Right now, CSU is firmly overbought with a 14-day RSI of 78. For its part TOI was in overbought but has since corrected and is now in firmly neutral territory. If you are looking for a pullback in TOI, we may be experiencing it right now since it is down from $128 when it was in overbought territory.
As for CTS, it is knocking on the door to being oversold, with an RSI of 68. We like the company, its a mini-CGI and has been growing at a rapid clip. It isn't cheap and trading well above historical and industry averages. That being said, if it can maintain this pace of growth and not slip up, the company should be just fine here. Trading at a forward P/E of 22 for a company expected to grow in the high teens on an annual basis is pretty reasonable in these markets. I just wouldn't expect the same type of share price appreciation given the company's run up in price over the pat year and a half.
Mat