Dividend.com: Morning Playbook

It looks like a decent start to the second half of the year. Tomorrow morning's monthly jobs number may keep a lid on today's action. Let's take a look at what names may be set to move regardless of that.

Story Stocks

General Mills(GIS): Shares are higher following the company's earnings results.

Constellation Brands(STZ): Stock is up a touch after reporting results.

Gannett(GCI): Stock is trading flat after job cuts announcement.

Dow Chemical(DOW): Stock is unchanged following announcement it will shut some manufacturing facilities.

Oshkosh(OSK): Shares are up big after company wins $1 billion truck supply contract.

AIG(AIG): Stock is lower following 1-20 reverse stock split.

Upgrades to Watch

Bank of America(BAC): Citigroup(C) adds stock to aggressive growth list.

Marvel Entertainment(MVL): JPMorgan Chase raises stock to overweight -- $42 price target.

Microsoft(MSFT): Morgan Stanley(MS) raises target price to $28.

Symantec(SYMC): Started as an outperform at JMP Securities.

IAC/Interactive Corp(IACI): Started as an outperform at Oppenheimer.

TRW Automotive(TRW): Merrill Lynch/Bank of America raises stock to a neutral -- $11.50 price target.

Yum! Brands(YUM): Goldman Sachs(GS) upgrades stock to a buy $40 target price.

American Water Works(AWK): Initiated as a buy at Brean Murray.

Activision(ATVI): FBR Capital Markets(FCBM) raises estimates and target price to $16.

C.H. Robinson(CHRW): Morgan Stanley raises estimates on this transports sector name.

Priceline(PCLN): Merrill Lynch/Bank of America raises estimates and target price to $135.

Aeropostale(ARO): UBS(UBS) raises estimates -- $38 price target.