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 K12
So what: K12 booked $128.3 million in Q4 revenue, up 45% and well ahead of the $123.1 million analysts were calling for. The bad news? K12s net loss widened -- from $0.04 to $0.08 a share -- on higher spending for instructors and infrastructure.
Now what: Judging from today's action, investors are convinced that e-learning specialist K12 is materially different from professional training shops such as Apollo Group
Interested in more info on K12? Add it to your watchlist.
Fool contributor Tim Beyers is a member of the Motley Fool Rule Breakers stock-picking team. He didn't own shares in any of the companies mentioned at the time of publication. Check out Tim's portfolio holdings and Foolish writings, or connect with him on Google+ or Twitter, where he goes by @milehighfool. You can also get his insights delivered directly to your RSS reader.
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