Dividend.com: Morning Playbook

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The beginning of earnings season is under way, but the plethora of earnings reports won't kick in until later this week. Stocks are up on the back of a Goldman Sachs (GS Quote) upgrade. Let's see what traders should have on their radar screens today.

Story Stocks

Fastenal(FAST Quote): Shares are lower after a second-quarter profit drop of 43%.

Philips Electronics(PHG Quote): Shares are higher following company's earnings results.

Expeditors International(EXPD Quote): Shares are getting hit after earnings outlook disappoints.

Upgrades to Watch

Best Buy(BBY Quote): Oppenheimer raises stock to an outperform.

Wells Fargo(WFC Quote): Goldman Sachs raises target price to $29.

Charles Schwab(SCHW Quote): Barclay's Capital riding the Barron's piece this weekend, raising estimates and target price to $19.

Goldman Sachs(GS Quote): Meredith Whitney Advisory Group raises stock to a buy. $186 price target.

W.W. Grainger, Inc.(GWW Quote): Merrill Lynch/Bank of America upgrades stock to a buy. $100 price target.

Discover Financial Services(DFS Quote): Goldman Sachs upgrades stock to a buy. $12 price target.

Rockwell Automation(ROK Quote): JPMorgan upgrades stock to overweight. $40 price target.

PNC Bank(PNC Quote): Goldman Sachs raises target price to $38.

Illinois Tool Works(ITW Quote): Merrill Lynch/Bank of America raises stock to a neutral. $37 price target.

Everest Re Group(RE Quote): UBS initiates stock at a buy. $90 price target.

Marriott International(MAR Quote): JMP Securities upgrades stock to outperform. $25 price target.

Johnson & Johnson(JNJ Quote): UBS raises estimates. $62 price target.

Google(GOOG Quote): Jefferies raises estimates. $465 price target.

Sandisk(SNDK Quote): Thomas Weisel upgrades stock to overweight. $20 price target.

CSX Corp(CSX Quote): Morgan Stanley raises estimates. $52 price target.

TD Ameritrade(AMTD Quote): Barclays Capital raises estimates. $21 price target.

Computer Sciences(CSC Quote): UBS raises target price to $43.