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 LSB Industries (NYSE: LXU) rose 13% today after the company released fourth-quarter earnings.

So what: Revenue rose 25% during the quarter to $215.4 million and earnings per share rose from $0.79 to $1.19. The limited number of analysts who follow the stock had expected $195.1 million in revenue and $0.86 per share in earnings.

Now what: The chemical business was the driver in the fourth quarter, growing at 46%; management remains positive for more growth in 2012. For the full year 2011, the company earned $3.80 per share and with the stock's current price, investors can buy in at just 10.8 times trailing earnings. Considering the size of the earnings beat and the stock's value, I think that shares still have further to run in 2012.

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