NEW YORK (

TheStreet

) --

CHANGE IN RATINGS

Amerigroup

( AGP) was initiated with a buy rating at Cantor Fitzgerald. $60 price target. Earnings could slow because of startup costs and a modestly dilutive acquisition.

Centene

(CNC) - Get Report

CNC was initiated with a buy rating at Cantor Fitzgerald. $47.50 price target. Ability to capitalize on the growing role of managed care in state Medicaid programs.

Coventry Health

( CVH) was downgraded from hold to sell at Deutsche Bank. $28 price target. High exposure to commercial risk market and high beta.

Ford

(F) - Get Report

was initiated with a buy rating at Sterne Agee. $18 price target. Cost and revenue restructuring has positioned the company well.

General Motors

(GM) - Get Report

was initiated with a buy rating at Sterne Agee. $36 price target. Attractive valuation.

Johnson Controls

(JCI) - Get Report

was initiated with a neutral rating at Sterne Agee. $36 price target. Unique position for market in efficiently managing energy use.

JPMorgan

(JPM) - Get Report

was downgraded from buy to neutral at Sterne Agee. $36 price target. Increasingly cautious view of mortgage related matters.

Pacific Drilling

(PACD) - Get Report

was initiated with a buy rating at Deutsche Bank. $11 price target. Improving near term fundamentals and one of the best secular growth stories in industry.

Ralcorp Holdings

( RAH) was downgraded from buy to neutral at UBS. $87 price target. Risk/reward more balanced now.

STOCK COMMENTS / EPS CHANGES

ConAgra

(CAG) - Get Report

numbers increased at UBS. Shares of CAG now seen reaching $27. Estimates also increased on strong non-measured channel trends. Neutral rating.

Carnival

(CCL) - Get Report

estimates, target lowered at Credit Suisse. Shares of CCL now seen reaching $35. Estimates also lowered as 2012 is back loaded and visibility remains low. Neutral rating.

CVS Caremark

(CVS) - Get Report

price target increased to $46 at Guggenheim. Above-average EPS growth and below average valuation. Buy rating.

Discover Financial Services

(DFS) - Get Report

numbers raised at Morgan Stanley. Shares of DFS now seen reaching $29. Estimates also increased on stronger credit, loan growth and NIM resilience. Equal-weight rating.

Dow Chemical

(DOW) - Get Report

numbers lowered at UBS. Shares of DOW now seen reaching $34.75. Estimates also lowered on weak demand. Buy rating.

Fastenal

(FAST) - Get Report

estimates, target increased at Credit Suisse. Shares of FAST now seen reaching $42. Estimates also increased on stronger top line. Neutral rating.

Jabil Circuit

(JBL) - Get Report

numbers raised at Citigroup. Shares of JBL now seen reaching $22. Estimates also increased reflecting a higher market multiple. Neutral rating.

Nike

(NKE) - Get Report

estimates, target raised at Citigroup. Shares of NKE now seen reaching $115. Estimates also increased as company guides to higher revenue growth. Buy rating.

NKE estimates lowered through 2013 at UBS. Higher GM pressure. Maintain buy rating and $106 price target.

Oracle

(ORCL) - Get Report

estimates, target cut at Citigroup. Shares of ORCL now seen reaching $32. Estimates also lowered as license leads revenue weakness. Buy rating.

Oracle estimates, target cut at UBS. Shares of ORCL now seen reaching $34. Estimates also lowered as macro effects showed up late in the quarter.

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This article was written by a staff member of RealMoney.com.