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 (Nasdaq: PCLN) surged more than 10% in early trading, after reporting big gains in fourth-quarter revenue and profit.

So what: Revenue improved 35% to $731.3 million, lower than the $734.9 million Wall Street expected. Investors didn't care. Non-GAAP profit soared more than 70% to $3.40 a share, easily besting analysts' consensus estimate of $3.09.

Now what: Fools have reason to celebrate the results. Today's $32-a-share rally is considerably more than the $23.71 a share for which the stock traded when Fool co-founder David Gardner first recommended it to Motley Fool Stock Advisor members in 2004. The result? A 100% gain on the original cost basis, or what we here in Fooldom call a spiffy-pop.

Should investors expect more pops? Maybe. At the very least,'s guidance looks good. Management called for year-over-year revenue growth of 29% to 34%, and $2.34 to $2.44 in non-GAAP profit, surpassing the 26.8% and $2.31 Wall Street was expecting.

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Fool contributor Tim Beyers is a member of the Motley Fool Rule Breakers stock-picking team. He didn't own shares in any of the companies mentioned in this article at the time of publication. Check out Tim's portfolio holdings and Foolish writings, or connect with him on Twitter as @milehighfool. You can also get his insights delivered directly to your RSS reader. 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 also on Twitter as @TheMotleyFool. Its disclosure policy is at least 10% better than other disclosure policies.