Leadership is important -- there's no question about it. So when a CEO changes, investors should be paying close attention to the transition. But it isn't always good news when the board makes an abrupt shift in the Leadership ranks, no matter how the stock reacts. Dollar General (NYSE: DG) is a good example of this today, but so, too, is Walt Disney (NYSE: DIS).

The big news at Dollar General on Oct. 12 was that former CEO Todd Vasos was coming back to lead the company. The retailer's stock rocketed higher, showing that investors were pleased with the return of the company's old leader. But what really changed?

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Source Fool.com