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 3-D cinema technologist RealD (NYSE: RLD) came through in high definition today, jumping as high as 11% on twitchy but not terribly high-volume trading.

So what: Analyst firm Morgan Joseph Triartisan just opened coverage on RealD with a buy rating and a $28 price target, sending shares northward in morning action. The rating rests on RealD's dominant global market share in 3-D cinema systems.

Now what: Digging deeper, analyst David Kestenbaum noted that RealD covering system installation costs and then recouping that cost through a cut of ticket sales is a "win-win-win" for the company, theaters, and studios. Let me just point out that the same model should sound familiar to investors in fellow cinema technology mavens: Big-screen expert IMAX (Nasdaq: IMAX) runs a portion of its installs this way while digital projectionist and content distributor Cinedigm Digital Cinema (Nasdaq: CIDM) does most of its business like that. Out of this threesome, RealD is my least-favorite option simply because 3-D tech appears to be a fading fad and the other two aren't.

Interested in more info on RealD? Add it to your watchlist.