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 Neustar (NYSE:NSR) jumped nearly 12% early Thursday, then settled to close up around 9% after the real-time information analytics specialist turned in better-than-expected second-quarter results.

So what: Quarterly revenue rose 8% year over year, to $237.5 million, which translated to a 12% boost in adjusted net income per share, to $0.95. Analysts, on average, were modeling adjusted net income of just $0.90 per share on sales of $233.1 million.

In addition, Neustar reaffirmed its full-year 2014 guidance for revenue of $945 million to $970 million, and adjusted net income per share of $3.88 to $4.05. While that revenue number is roughly inline with Wall Street's expectations, Neustar's expected 2014 earnings are well ahead of analysts' estimates for $3.74 per share.

Now what: Despite Neustar's sluggish top-line growth, I think shares look attractive even ,after today's pop, trading below eight times next year's expected earnings. As analysts have time to fully digest today's report, I wouldn't be surprised if Neustar stock continues to reward patient shareholders going forward.

Leaked: Apple's next smart device (warning, it may shock you)
Apple recently recruited a secret-development "dream team" to guarantee its newest smart device was kept hidden from the public for as long as possible. But the secret is out, and some early viewers are claiming its everyday impact could trump the iPod, iPhone, and the iPad. In fact, ABI Research predicts 485 million of this type of device will be sold per year. But one small company makes Apple's gadget possible. And its stock price has nearly unlimited room to run for early in-the-know investors. To be one of them, and see Apple's newest smart gizmo, just click here!

Steve Symington owns shares of Apple. The Motley Fool recommends Apple. The Motley Fool owns shares of Apple. 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.