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: Staffing specialist Robert Half (NYSE: RHI) was getting a very positive performance review from investors today as they boosted shares as much as 17% in intraday trading.

So what: Both the top and bottom line from Robert Half's second quarter report bested Wall Street's estimates. Revenue jumped 22% from a year ago to $938 million, while earnings per share tripled to $0.25. Analysts were looking for $0.22 in earnings per share on $907 million in revenue.

Now what: There's something for all of us to be excited about in this report -- even those of us that don't own Robert Half shares. In his press-release comments, Robert Half CEO Harold Messmer said that the company saw "broad-based improving demand for [Robert Half's] professional staffing services … both in North America and abroad." In what's been a particularly employment-challenged economy, this is certainly a positive note.

This is a great-looking quarter from Robert Half, but for investors that are still on the sidelines it may be worth seeing if shares settle back down. Currently, it appears the market has already priced a considerable amount of further growth into the shares.

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