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
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