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 Texas Industries (NYSE: TXI) jumped 15% on Thursday after the company released better-than-expected earnings.

So what: Total sales were flat at $174.6 million, and the company recorded a profit of $60.2 million, or $2.15 per share. When adjusted for a one-time gain, the company just barely broke even, but this was still much better than the $0.34 loss analysts expected.

Now what: After falling short of estimates in the past four quarters, this is a great surprise for investors. The company has turned to a profit well ahead of expectations, but analysts are still expecting a loss next quarter and for the next fiscal year. This is typically the company's best quarter, and I'm not excited about buying a stock posting continued losses. I'm going to leave this pop alone today and may even find it a great time to cash out if I owned shares.

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