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 Quad/Graphics (Nasdaq: QUAD) closed up more than 16% on the same day shareholders were paid $0.20 in dividends per share. The printing company enjoyed similar rallies last week and in September.

So what: Volume was up slightly in what looks like a flight to Quad's meaty 5.6% dividend. While that makes sense on one level -- dividend stocks have proved popular among investors troubled by lousy economic data -- peer Consolidated Graphics (NYSE: CGX), a non-payer, enjoyed a 12% gain.

Now what: Big Money interest unites them. Superinvestor John Paulson has already opened a position in Quad/Graphics while the Fifth Third Micro Value (FUND: MXAIX) had upped its interest in Consolidated Graphics by 12% as of Oct. 31. Does it matter? Would you buy shares of Quad/Graphics at current prices? Please weigh in using the comments box below.

Interested in more information about Quad/Graphics? 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 in this article 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.

Try any of our Foolish newsletter services free for 30 days. We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.