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 travel-discount specialist Travelzoo (Nasdaq: TZOO) had its bags mistakenly shipped to Timbuktu this morning, falling as much as 12.5% on fairly heavy trading volume.

So what: Just like SodaStream (Nasdaq: SODA) did yesterday, Travelzoo fell victim to the ire of TV personality Jim Cramer. "I'm not playing that short-squeeze game anymore," he said while pounding the "sell" button for dramatic emphasis.

Now what: Down more than 60% from 52-week highs set in April, Travelzoo shares have still more than doubled since August of 2010. Fellow Fool Rick Munarriz thinks the stock is being unfairly punished along with dining deal-maker OpenTable (Nasdaq: OPEN), and both should regain their mojo when Groupon and LivingSocial hit the IPO market somewhere in the near future. Me, I'm less impressed by these services, and I don't see how they plan to generate sustainable profits without fundamentally changing their business models.

So I think Cramer and the market are giving Travelzoo a well-deserved slap today, but Rick sees a buying opportunity in these three Rule Breakers. Where do you stand? Spill the beans in the comments below.

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