Morning Playbook: Dividend.com

The market appears set for an uneventful first hour, but there have been lots of gains this week that traders will likely feel good about and may elect to play the tape a bit tighter than usual today. Here are some of the names that may lead the active stocks list.

Story Stocks

Infosys(INFY Quote): Shares are trading lower following company's earnings results.

Monsanto(MON Quote): Stock is trading down on a potential U.S. antitrust investigation.

Upgrades to Watch

Adobe(ADBE Quote): Deutsche Bank raises price target to $44.

Franklin Resources(BEN Quote): FBR Research raises estimates and price target to $110.

Bristol-Myers Squibb(BMY Quote): Wells Fargo initiates stock with an outperform. $25-$27 price target range.

Bally Technologies(BYI Quote): Janney Montgomery Scott initiates stock with a buy rating. $50 price target.

Coach(COH Quote): Citigroup raises price target to $39.

Cree(CREE Quote): JPMorgan initiates stock with an overweight rating. $45 price target.

Salesforce.com(CRM Quote): Deutsche Bank raises price target to $80.

Freeport McMoRan(FCX Quote): Barclays Capital raises price target to $100.

FirstMerit(FMER Quote): Oppenheimer upgrades stock to a perform rating.

Google(GOOG Quote): Credit Suisse raises price target to $600.

IBM(IBM Quote): Barclays Capital raises price target to $140.

Insituform Technologies(INSU Quote): Janney Montgomery Scott reiterates buy rating. $22 price target.

Johnson Controls(JCI Quote): Barclays Capital raises price target to $30.

JPMorgan Chase(JPM Quote): Raymond James initiates stock with a strong buy.

KLA-Tencor(KLAC Quote): Credit Suisse raises estimates. $35 price target.

Liz Claiborne(LIZ Quote): Credit Suisse raises price target to $6.

Motorola(MOT Quote): Citigroup raises price target to $9.

NetApp(NTAP Quote): Barclays Capital raises estimates. $31 price target.

Nu Skin Enterprises(NUS Quote): Jefferies raises stock to a buy.

Lam Research(LRCX Quote): Credit Suisse raises estimates and price target to $41.

LSI(LSI Quote): Barclays Capital raises stock to an equal-weight. $6 price target.

Research In Motion(RIMM Quote): Robert Baird upgrades stock to an outperform. $84 price target.

Spectra Energy(SE Quote): Goldman Sachs raises stock to a "conviction buy".

Stewart Enterprises(STEI Quote): Soleil Securities initiates coverage with a buy. $6.50 price target.

USANA Health Sciences(USNA Quote): Jefferies upgrades stock to a buy.

Viacom(VIA-B Quote): Piper Jaffray raises stock to an outperform. $35 price target.

Downgrades to Watch

Assurant(AIZ Quote): SunTrust Robinson Humphrey cuts stock to a neutral rating.

Akamai Technologies(AKAM Quote): Thomas Weisel cuts stock to a market-weight. $21 price target.

Cymer(CYMI Quote): Credit Suisse cuts estimates. $38 price target.

Starwood Hotels(HOT Quote): Soleil Securities cuts stock to a hold. $35 price target.

Limited Brands(LTD Quote): Soleil Securities cuts stock to a sell. $15.50 price target.

Marriott International(MAR Quote): Soleil Securities cuts stock to a hold. $28 price target.

Ralcorp(RAH Quote): Credit Suisse cuts stock to a neutral. $64 price target.

Transocean(RIG Quote): Credit Suisse cuts estimates. $91 price target.

SuperValu(SVU Quote): Barclays Capital cuts estimates. $18 price target.

Zimmer Holdings(ZMH Quote): Citgroup cuts stock to a hold rating. $55 price target.

Other Key Indexes to Watch

Gold(GLD Quote): Gold prices are lower but prices have had a big gain this week.

Oil(USO Quote): Oil prices are slightly lower this morning.

Treasuries(TLT Quote): Bond prices are lower this morning and are down for the week.

What's the Trade?

There are few catalysts to key on so far this morning, but the Google upgrade is one gauge certainly to watch. The market may be in for another consolidation day as we get set for earnings season to ramp up next week. I will be back with some ideas in my next post.

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