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 Georgia Gulf Corp. (NYSE: GGC) surged close to 19% in early trading and ended up about 16% on specific news. Yet the company was mentioned in a Bloomberg feature about rising global demand for industrial chemicals.

So what: In the interview, CEO Paul Carrico said that U.S. chemical exports outstripped imports for the first time last year. He also suggested that growth could continue for a while. "The U.S. has emerged as a low-cost producer of many of these products," Carrico told Bloomberg.

Now what: If he's right, the 8% annual earnings-growth target that analysts have pegged to Georgia Gulf and its chemical and household-products business could prove low. But that also wouldn't be surprising; the company has blown by earnings estimates in three of the past four quarters. Is this a global growth story in the making? You tell me. Weigh in using the comments box below.

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Fool contributorTim Beyers is a member of theMotley Fool Rule Breakers stock-picking team. He didn't own shares in any of the companies mentioned in this article at the time of publication. Check out Tim'sportfolio holdings andFoolish writings, or connect with him on Google+ or Twitter, where he goes by @milehighfool. You can also get his insightsdelivered directly to your RSS reader.

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