Dividend.com: Morning Playbook

NEW YORK (TheStreet.com) -- We are starting off where things left off on Friday, which is downright terrible. A pullback here is not the worst thing for the health of the markets, however, considering the run up we've had since the March lows. Let's zero in on the early headline names.

Story Stocks:

Lowe's(LOW Quote): Shares are down hard following second-quarter results.

BB&T(BBT Quote): Stock is lower after company announces $750 million common stock offering.

Charles Schwab(SCHW Quote): Shares are lower following news of potential lawsuit by New York attorney general.

Cincinnati Financial(CINF Quote): Shares are flat as company announces dividend increase.

Upgrades to Watch:

Gartner(IT Quote): JPMorgan Chase(JPM Quote) upgrades stock to overweight; $23 price target.

Analog Devices(ADI Quote): Barclays Capital raises estimates; $26 price target.

Edison(EIX Quote): Goldman Sachs raises estimates; $23 price target.

TRW Automotive Group(TRW Quote): Merrill Lynch/Bank of America(BAC Quote) raises stock to a buy.

V.F. Corp.(VFC Quote): Piper Jaffray starts stock with an outperform rating; $79 price target.

Ford(F Quote): Goldman Sachs raises estimates; $9.50 price target.

First Solar(FSLR Quote): Jefferies(JEF Quote) reiterates buy rating.

Phillips Van Heusen(PVH Quote): Barclays Capital raises price target to $38.

Wal-Mart(WMT Quote): Rochdale Capital raises stock to a buy.

Ingersoll-Rand(IR Quote): Keybanc(KEY Quote) raises price target to $34.

URS(URS Quote): UBS raises estimates; $49 price target.

Abercrombie & Fitch(ANF Quote): Goldman Sachs raises estimates; $30 price target.

STEC(STEC Quote): Deutsche Bank(DB Quote) starts stock with a buy rating; $45 price target.

AutoNation(AN Quote): Merrill Lynch/Bank of America raises stock to a buy.

Cemex(CX Quote): Deutsche Bank raises stock to a buy.

BorgWarner(BWA Quote): Merrill Lynch/Bank of America raises stock to a buy.

CarMax(KMX Quote): Goldman Sachs raises estimates; $14.50 price target.

Autodesk(ADSK Quote): Merrill Lynch/Bank of America raises stock to a buy.