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 C.H. Robinson Worldwide (Nasdaq: CHRW) fell more than 10% in early trading on roughly triple the average volume. Analysts at JPMorgan and BB&T Bank downgraded the stock.

So what: Piling on later in the morning, CNBC analyst Jim Cramer said he’d rather than own FedEx (NYSE: FDX) and UPS (NYSE: UPS) when it comes to playing the transportation sector as an investor.

Now what: Count me with Cramer on this one. C.H. Robinson trades for more than 28 times forward-looking earnings, a substantial -- and I suspect, undeserved -- premium to both FedEx and UPS. Do you agree? Disagree? Please weigh in using the comments box below.

Interested in more information about C.H. Robinson Worldwide? 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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