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: Canadian Solar (Nasdaq: CSIQ) shares jumped up 10% today after earnings topped expectations.

So what: Shares are recovering from the solar sell-off we've seen the past few day on worries demand will be flat next year. Canadian Solar hasn't seen any fall-off yet, with revenue reaching $377.2 million and earnings per share of $0.47 beating Wall Street's expectation of $0.43.

Now what: This is another blowout earnings report from the solar sector this quarter, and Canadian Solar isn't seeing a slowdown. Gross margins, the biggest concern for analysts, hit 17.3% this quarter and are expected to improve next year to 18% to 19%. I'm buying today's bump and think the whole sector has sold off too far.

Interested in more info on Canadian Solar? Add it to your watchlist.

Fool contributor Travis Hoium does not have a position in any company mentioned. You can follow Travis on Twitter at @FlushDrawFool, check out his personal stock holdings or follow his CAPS picks at TMFFlushDraw.

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