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 business solutions company Insperity, Inc. (NYSE:NSP) popped as much as 10% Tuesday after the company reported fourth-quarter earnings.

So what: Revenue was up 7% to $595.9 million and net income jumped 54% to $8.2 million, or $0.35 per share on an adjusted basis. Both easily topped Wall Street's expectation of $590.7 million in revenue and earnings of $0.27 per share. 

To fuel growth in the future, Insperity is growing by adding new offices in Philadelphia and Seattle, and expansions in Chicago, Dallas, and New York. 

Now what: Operations are clearly improving at a steady clip, and management also expects that to continue in 2015. For the year, they expect average work-site employees to increase 10%-12% and earnings to increase 26%-32% to $1.82-$1.92 per share. Those are solid growth figures, but with shares trading at 23 times the high end of earnings estimates, I'd like to see a little better value before jumping in after Tuesday's pop.