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.

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