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 marine fuel logistics company Aegean Marine Petroleum Network (NYSE:ANW) fell as much as 16% after the company reported earnings.

So what: Revenue grew slightly, to $1.74 billion, in the fourth quarter, and net income nearly doubled, to $6.3 million, or $0.14 per share. The problem is that analysts expected more, particularly on the bottom line, where expectations had been set at $0.18 per share.  

Now what: I don't see this as a deal-breaker for investors, considering the fact that the stock is trading at five times forward earnings. The company still had record volumes and improved profitability from a year ago. Once investors get over the miss, I think that shares can march higher just on value alone.

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Fool contributor Travis Hoium has no position in any stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.