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 supplements supplier Herbalife (NYSE: HLF) fell more than 12% in early trading on worse-than-expected 2012 guidance. The stock closed down roughly 7%.

So what: Management told investors to expect $3.25 to $3.45 a share in profits next year, well below the $3.57 Wall Street had been projecting.

Now what: Interestingly, the guidance overshadowed an otherwise big Q3 beat. Revenue grew 30% to $895.2 million. Profits improved 38% to $0.87 a share. Analysts were expecting just $0.76 a share of profit on $845.2 million in revenue, according to data compiled by Yahoo! Finance. Which matters more: the beat or the miss? Would you buy shares of Herbalife at current prices? Please weigh in using the comments box below.

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This article represents the opinion of the writer, who may disagree with the “official” recommendation position of a Motley Fool premium advisory service. We’re motley! Questioning an investing thesis -- even one of our own -- helps us all think critically about investing and make decisions that help us become smarter, happier, and richer.