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.

Interested in more info on CVR Energy? 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.