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
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
Now what: Big Money interest unites them. Superinvestor John Paulson has already opened a position in Quad/Graphics while the Fifth Third Micro Value
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.
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