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 human resource management specialist Kenexa (Nasdaq: KNXA) look resourceful today, rising as much as 15.8% this morning on very heavy trading.

So what: After adjusting Kenexa's first-quarter results for the acquisition of, the company beat the Street's revenue targets by 3% and the earnings consensus by a penny per share. Management also raised its overall revenue guidance and tightened its full-year earnings targets around the upper half of earlier estimates.

Now what: Kenexa sees an improving economy and a budding surge in new hires, which is not only great news for the economy at large but particularly interesting to a provider of staff-management solutions. Sales jumped 50% year-over-year, so management has the numbers to back up its optimistic talk. Chief rival Lawson Software (Nasdaq: LWSN) is in the process of going private under the influence of Carl Icahn, and might be distracted for a while. Kenexa picked a great time to hit its stride.

Interested in more info on Kenexa? 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.