Dividend.com: Midday Playbook - TheStreet

The market is fairly quiet today and this sometimes tends to favor those long the market. The short side tends to get aggressive and often times can be the trigger for what becomes a "short squeeze" in which markets shoot higher. Let's see what is sticking out so far today.


Earning Winners


CSX Corp

(CSX) - Get Report


Goldman Sachs

(GS) - Get Report

are looking pretty good so far.

Railroad Plays


Burlington Northern



Union Pacific

(UNP) - Get Report

are benefiting from the CSX results.

Commodity Plays


Freeport McMoran

(FCX) - Get Report


BHP Billiton

(BHP) - Get Report

are leading a second-day-in-a-row rally.



Gold ETF

(GLD) - Get Report


RandGold Resources

(GOLD) - Get Report


Agnico-Eagle Mines

(AEM) - Get Report

looking good so far.


: Two momentum favorites are higher,

Sears Holdings






Oil/Nat Gas Upgrades


Anadarko Petroleum

(APC) - Get Report


Occidental Petroleum

(OXY) - Get Report

are two names that were upgraded this morning and who may lead here as traders await an over-due energy rally. Look to these names if oil prices can stop going down for a day.

Analyst Upgrades


L-3 Communications

(LLL) - Get Report


Mohawk Industries

(MHK) - Get Report

are rising nicely on the heels of Wall Street upgrades.


Earnings Warnings



(DELL) - Get Report



(TTWO) - Get Report

are down on weaker outlooks.

Exchange Operators


Intercontinental Exchange

(ICE) - Get Report


CME Group

(CME) - Get Report

will need to make a stand soon or things will really get ugly.

Burger King


: Hitting new 52-week lows on downgrade from Bank of America/Merrill Lynch to a neutral.


As I mentioned earlier, a quiet market can sometimes favor the long side. We are going to be getting some more results after hours to key on,


(INTC) - Get Report



(ALTR) - Get Report


Yum Brands

(YUM) - Get Report

. I will be especially keying on Yum Brands, especially after

Darden Restaurants

(DRI) - Get Report

recently disappointed investors. The ultrashort plays are not looking enticing yet. Maintain some patience here, and there will be some good set-ups taking place. It always happens.

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as well as a

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At the time of publication, the author had no positions in stocks mentioned, although positions may change at any time.

Tom Reese and Paul Rubillo are senior editors of Dividend.com. Visit Dividend.com for more dividend stock ratings, picks, news, and analysis for long-term and income-seeking investors.