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 electrical and communications infrastructure installer MasTec
So what: Analysts would have settled for $0.37 of earnings per share on $650 million in sales, but MasTec delivered $0.44 per share on $731 million instead. That's a beatdown with authority.
Now what: Far from a case of a rising tide lifting every dinghy, rival Quanta Services
Interested in more info on MasTec? 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.