@Pauli_Lohi has written an excellent piece covering Hexagon and Vaisala. 
How to find good entry points in growing quality companies, such as Vaisala and Hexagon, which almost always look expensive relative to near-term earnings? We believe that these companies should be bought when the market fears the short-term effects of a weak demand cycle – in other words, on the dip. Stock prices tend to rise too much as upswings are prolonged and fall too much when near-term outlooks weaken. We compared the historical stock returns of Vaisala and Hexagon relative to historical valuation levels, based on which we believe Hexagon in particular appears to be an interesting stock pick at the moment.