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 software-as-a-service (SaaS) provider Ultimate Software Group
So what: SuccessFactors
Now what: Other cloud stocks jumped following the news, including Concur Technologies
Interested in more info on Ultimate Software Group? Add it to your watchlist.