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 investment banker KBW (NYSE: KBW) plunged as much as 10% in early action today on heavy but uneven volume.

So what: KBW's fourth quarter was a major disappointment, including earnings' being less than half of the $0.23 per share the Street was looking for. The company also had the misfortune of unleashing its report on the same day the government presented bad news on jobless claims and consumer prices, which also sent shockwaves through the financial sector.

Now what: This stock gets five out of five stars on Motley Fool CAPS, but that could be a mistake based on a lack of data. Only 42 investors have offered an opinion on the stock, while small-cap investment peers Arlington Asset Investment (NYSE: AI) and Gleacher & Co. (Nasdaq: GLCH) each have more than three times as many ratings, and much lower star counts. Scoot over to CAPS and weigh in on KBW's prospects.

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

Fool contributor Anders Bylund holds no position in any of the companies discussed here. 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 is investors writing for investors.