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 marketing company Interpublic Group of Companies (NYSE: IPG) jumped 10% today after the company released earnings.

So what: The advertising industry is picking up, which helped push revenue to $2.01 billion -- higher than the $1.91 billion analysts had expected. Earnings per share also topped expectations of $0.31, coming in at $0.36 per share.

Now what: The company announced a new dividend of $0.06 per share and a $300 million share repurchase program that investors are cheering today. There isn't any indication by management that growth will slow as the economy improves, and the company is making a big commitment to shareholders. I am buying today's move and think the stock has further to run as advertising conditions continue to improve.

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