Dividend.com: Morning Playbook

Boyd Gaming(BYD): Goldman Sachs raises price target to $9.

Dick's Sporting Goods(DKS): Barclays Capital raises target to $21.

J. Crew Group(JCG): Barclays Capital raises estimates and price target to $31.

Home Depot(HD): Barclays Capital raises estimates and price target to $28.

TreeHouse Foods(THS): Barclays Capital raises estimates and price target to $36.

Kohl's(KSS): Goldman Sachs raises estimates and price target to $55.

Lowe's Companies(LOW): Barclays Capital raises estimates, price target to $24.

Compania Vale Do Rio(VALE): Barclays Capital raises estimates and price target to $23.

Downgrades to Watch

Nasdaq OMX(NDAQ): FBR Capital Markets lowers estimates. $24 price target.

The Buckle Inc.(BKE): FBR Capital Markets cuts stock to underperform. $20 price target.

AllianceBernstein Holding LP(AB): Credit Suisse cuts rating to neutral. $20 price target.

Genzyme(GENZ): Goldman Sachs cuts stock to "conviction sell." Lowers price target to $44.

Verisign(VRSN): Barclays Capital cuts estimates. $23 price target.

Comcast(CMCSA): Soleil Securities cuts stock to a hold. $16 price target.

Other Key Indices to Watch

Oil(USO): Oil prices are rising this morning.

Gold(GLD): Gold prices are down slightly.

Treasuries(TLT): Bonds are weak this morning as interest rates jump following the optimistic jobs reports.

What's the Trade?

Anyone that carried the Ultrashort plays into today should wait to buy more here until the plays move nicely above the opening print. I would leg into the plays slowly once that happens. If you're long, this morning's spike is another good opportunity to raise trailing stops as stocks rise.

A number of readers mentioned their stops were hit yesterday on long plays they had made some good coin in. I would not worry about missing today's rally at the start, and just be happy that you have practiced your discipline. You can not catch every rally or sell at the exact top, so don't waste any energy on it. Re-focus and get ready for the next opportunities.

Be sure to visit our complete recommended list of the Best Dividend Stocks as well as a detailed explanation of our ratings system.

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