Morning Playbook: Dividend.com

The market is starting the week off with a high-profile warning in the agriculture/fertilizer space. There is also a growing chorus that the markets are becoming overbought.

Story Stocks

Potash(POT Quote): Shares are lower after company cuts its own guidance.

Dell(DELL Quote): Stock is lower after company announces acquisition of Perot Systems(PER Quote).

Lennar(LEN Quote): Shares are lower following company's third-quarter results.

Eli Lilly(LLY Quote): Stock is slightly higher on company's positive lung cancer study results.

Upgrades to Watch

Home Depot(HD Quote): FBR Capital Markets raises estimates. $32 price target.

Google(GOOG Quote): Citigroup raises estimates. $580 price target.

Costco(COST Quote): William Blair raises stock to an outperform.

eBay(EBAY Quote): Collins-Stewart raises price target to $29.

Reynolds American(RAI Quote): Credit Suisse raises price target to $52.

Lorillard(LO Quote): Credit Suisse raises price target to $90.

Research In Motion(RIMM Quote): Keybanc reiterates a buy. $93 price target.

Lam Research(LRCX Quote): Morgan Stanley raises price target to $40.

Legg Mason(LM Quote): FBR Capital Markets raises price target to $24.

Waters(WAT Quote): Barclays Capital raises stock to overweight. $65 price target.

Marriott International(MAR Quote): Wells Fargo raises stock to outperform.

Agilent(A Quote): Barclays Capital raises stock to overweight. $33 price target.

Cytec(CYT Quote): Keybanc raises stock to a buy. $42 price target.

Ametek(AME Quote): Merrill Lynch/Bank of America resumes coverage with a buy. $45 price target.

Monster Worldwide(MWW Quote): UBS raises stock to a buy. $27 price target.

Lazard(LAZ Quote): Rochdale Securities initiates with a buy. $42.50 price target.

Yahoo!(YHOO Quote): Collins-Stewart raises price target to $21.

Bed Bath & Beyond(BBBY Quote): Oppenheimer raises price target to $50.