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 specialty chemical company Rockwood Holdings (NYSE: ROC) fell 10% in early trading after the company released earnings.

So what: Earnings were in line with expectations at $1.06 per share, but revenue is what has investors concerned today. Revenue was only up 17.4% to $940.9 million, and analysts were expecting $965.2 million in revenue, so of course the market freaked out today.

Now what: I’m not overly concerned about the revenue miss because of the strong revenue growth and continually improving margins. Shares are trading below 10 times forward earnings estimates, and with a double-digit growth rate I think shares are looking very attractive. Today’s drop provides long-term investors a nice buying opportunity for shares in this growing company.

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