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 Domtar Corp. (NYSE:UFS) jumped as much as 10% today after the paper and personal care product maker released fourth-quarter earnings.

So what: Quarterly revenue rose slightly to $1.38 billion and net income was up 9% to $71 million, or $1.10 per share. On an adjusted basis, which pulls out one-time items that affect earnings, the company earned $1.41 per share, easily topping the analyst consensus estimate of $0.90.  

Now what: However, management does not expect significant revenue growth in its pulp and paper segment in 2015 due to volatility in pulp markets and a strong dollar. But management has also controlled costs effectively in recent months. This isn't a high-growth business, but with shares trading at just 11 times earnings and a dividend yield of 3.9% I think it's a good value stock and one that can move higher in coming years.