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 chemicals and climate-control equipment maker LSB Industries (NYSE: LXU) cooled off overnight, dropping as much as 16.3% on massive trading volumes.

So what: The company just released third-quarter results with 59% higher earnings year-over-year on 28% stronger sales. But analysts had expected even bigger jumps, so this was still a disappointment.

Now what: LSB remains a fantastic performer in a dull-as-doornails market, much like longtime newsletter recommendations Otter Tail (Nasdaq: OTTR) and California Water Service (NYSE: CWT). I know, right? The names alone are putting you to sleep already.

But let's get back to the "fantastic performer" part. LSB passes some insanely restrictive screens, to the point where fellow Fool Rex Moore invested real money in the stock. And at today's depressed prices, LSB shares are back in territory not seen since last week. The stock is up more than 40% over the last year. Not bad for a boring pail of dishwater, I'd say.

Interested in more info about LSB Industries? Click here to add it to My Watchlist.

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.