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 oil refiner CVR Energy (NYSE: CVI) are gushing like the black gold itself today, jumping as much as 10.1% on moderate trading volume.

So what: Citing sustainable discounts and low balance sheet risk, analyst firm Dahlman Rose just started following CVR and rival Delek US Holdings (NYSE: DK) with "buy" ratings and very generous price targets. The bump erased the damage done by five days of sliding share prices, and CVR shares have taken a bumpy ride back to where they were three months ago.

Now what: Don't cry for CVR shareholders, though. All things considered, the stock has gained 73% over the last six months and 150% in the last year, beating nearly every sector rival except refinery operator Western Refining (NYSE: WNR). There's no shame in taking a three-month breather after a run like that.

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