Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.
What: Shares of Kenexa
So what: The company just announced a secondary stock offering of 3 million shares. News of nearly 15% dilution is rarely seen as a reason to celebrate, but this is not your average share-printing panic attack.
Now what: Kenexa jumped on a terrific earnings report a couple of weeks ago, just as main rival Lawson Software
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