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 bank card processing specialist Heartland Payment Systems
So what: The longtime Motley Fool Hidden Gems recommendation missed Wall Street's revenue targets but blasted past earnings expectations, and then raised full-year earnings guidance past Street estimates. Heartland broke a long streak of missed estimates in the first quarter and now has the beginnings of a much more appetizing sequence in play.
Now what: That is if the small-cap with the big CAPS rating doesn't get gobbled up by one of its larger and richer competitors. Heartland is a minnow next to industry peers Global Payments
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