Dividend.com: Morning Playbook

It looks like buyers are stepping up to the plate in a small way so far today. We have energy data out at 10:30 that will be a key to how the averages move as well. Let's take a look at where the action may be today.

Story Stocks

Amgen(AMGN Quote): Biotech giant is flying higher this morning (up 15%) on positive drug news.

Pepsi Bottling Group(PBG Quote): shares are lower following earnings results.

Google(GOOG Quote): Stock is higher on news it will develop operating system to compete with Microsoft(MSFT Quote).

Family Dollar Stores(FDO Quote): Shares are nearly 6% higher after company guided estimates higher.

NRG Energy, Inc.(NRG Quote): Shares are higher after company raises outlook and also rejects unsolicited offer from Exelon(EXC Quote).

PACCAR Inc.(PCAR Quote): Shares are lower following company cutting dividend in half.

Tractor Supply Company(TSCO Quote): Stock is higher after company raises guidance.

Upgrades to Watch

First Solar(FSLR Quote): ThinkEquity upgrades stock to a buy.

Air Products(APD Quote): KeyBanc raises stock to a buy. $80 price target.

SAP AG(SAP Quote): Jefferies raises stock to a buy.

Amdocs Limited(DOX Quote): Goldman raises stock target price to $24.

Peabody Energy(BTU Quote): Goldman upgrades stock to a buy. $45 target price.

Cigna(CI Quote): UBS raises target price to $29.

Dryships(DRYS Quote): Credit Suisse upgrades stock to outperform. $8 target price.

DreamWorks(DWA Quote): Thomas Weisel initiates stock with an overweight rating. $35 price target.

XL Capital(XL Quote): Credit Suisse upgrades stock to an outperform. $18 price target.

Research in Motion(RIMM Quote): Calyon Securities initiates stock with a buy rating. $85 price target.

Freeport McMoran(FCX Quote): Citigroup upgrades stock to a buy. $58 price target.