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 PowerSecure International, (NYSE:POWR) jumped 10% today after announcing $50 million in new business.

So what: PowerSecure announced $24 million of turnkey distributed generation business, $2 million in utility infrastructure business, and $24 million in energy efficiency sales. What's impressive is the size of these projects, which are a little less than an average quarter's revenue.  

Now what: One of the projects is a 3 MW solar project for a biotech company, a move into a growing solar business. Strategically, these are solid wins because energy efficiency and small distributed generation projects are a growing portion of the energy industry. I'd like to see a better value from shares than 23 times forward earnings but this is progress toward growing the bottom line.

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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.