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 secure transportation specialist Brink's (NYSE: BCO) surged 16% on Thursday after its quarterly results and outlook impressed Wall Street.

So what: Brink's shares have slid in recent months on worries over higher costs and slowing demand, but a big first-quarter beat -- adjusted EPS of $0.58 versus the consensus of $0.37 -- should quickly ease some of those concerns. Growth was particularly solid in Latin America, while cost cuts helped offset continued weakness in North America, giving investors much better vibes about its profitability going forward. 

Now what: Based on the strong quarter, management lifted its full-year, segment margin forecast to 7%. "We are highly focused on cost reduction and productivity measures in these markets and expect modest profit growth this year and accelerated improvement in 2013," said CEO Tom Schievelbein. More important, with the stock still down 25% over the past year and trading at a forward P/E of 11, there's time to buy into that bullishness.  

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