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: After initially trading down last night post-earnings, Polycom
So What: According to our analyst tracker on Motley Fool CAPS, Wells is one of the better bankers out there -- but it's still only right on its picks about half the time.
Now What: Even Wells admits that Polycom faces stiff competition from the likes of Cisco
More likely, investors were right the first time -- and should put Polycom on hold.
Want to put Polycom info on speed-dial? Add it to your watchlist.