CHANGE IN RATINGS

Atmos Energy ( ATO) upgraded at Wachovia to Outperform. Stock has pulled back for two specific reasons, but the long-term growth outlook remains positive. Atmos can generate a 15% to 20% total return over the next year.

BB&T ( BBT - Get Report) upgraded at Suntrust Robinson Humphrey from Neutral to Buy. $44 price target. Stock trades at an attractive valuation, even though the near-term outlook remains murky.

Dice Holdings ( DHX - Get Report) initiated at Morgan Stanley with an overweight rating and $15 price target.

Idacorp ( IDA - Get Report) upgraded at Wachovia from Underperform to Market Perform. Valuation call, as recent regulatory action should add to earnings.

Collective Brands ( PSS) downgraded at Keybanc from Aggressive Buy to Hold. Second quarter results missed expectations, but the company's long-term trends look favorable.

STOCK COMMENTS / EPS CHANGES

Countrywide Financial target cut at Credit Suisse to $28 from $40 based on hostile financing environment and tumultuous secondary mortgage market conditions. Maintained Overweight rating.

ENSCO International ( ESV - Get Report) estimates lowered at Jefferies. 2007 EPS estimates lowered to $6.68 from $6.84. Reiterates Buy rating and $76 price target.

Joy Global numbers lowered at UBS. 2007 EPS estimates lowered to $2.65 from $2.87. 2008 EPS estimates lowered to $3.05 from $3.35. Price target lowered to $55 from $60. Reiterates Buy rating.

Joy Global price target cut at Goldman to $49 from $53 due to disappointing Q3 earnings and guidance. Slowing US growth expected to push out coal recovery. Maintained Sell rating.

Novell estimates raised at Jefferies. 2007 EPS estimates raised to $0.14 from $0.11. 2008 EPS estimates raised to $0.17 from $0.16. Reiterates Hold rating at $8 price target.

Seagate Technology ( STX) price target raised at UBS to $28 from $27. Reiterates Fiscal 2008 EPS estimates of $2.22 and rating of Neutral.