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 health-care technology specialist MedAssets (Nasdaq: MDAS) rallied more than 18% in early trading on more than double the average volume. The stock closed up 13%.

So what: A Deutsche Bank analyst interviewed by Bloomberg posits that investors are flocking to MedAssets as a safe alternative to peers that offer tech for electronic health records, including Cerner (Nasdaq: CERN), Quality Systems (Nasdaq: QSII), and Computer Programs & Systems (Nasdaq: CPSI).

Now what: All three lost to market this week after reporting disappointing earnings, according to Deutsche, leaving MedAssets as the lone bright spot. The company reports earnings next Thursday. Are you expecting a beat? Would you buy shares of MedAssets at current prices? Please weigh in using the comments box below.

Interested in more information about MedAssets? 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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