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 marine fuel logistics company Aegean Marine Petroleum Network (NYSE:ANW) fell as much as 16% after the company reported earnings.

So what: Revenue grew slightly, to $1.74 billion, in the fourth quarter, and net income nearly doubled, to $6.3 million, or $0.14 per share. The problem is that analysts expected more, particularly on the bottom line, where expectations had been set at $0.18 per share.  

Now what: I don't see this as a deal-breaker for investors, considering the fact that the stock is trading at five times forward earnings. The company still had record volumes and improved profitability from a year ago. Once investors get over the miss, I think that shares can march higher just on value alone.

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