Dividend.com: Morning Playbook

It looks like a decent start to the second half of the year. Tomorrow morning's monthly jobs number may keep a lid on today's action. Let's take a look at what names may be set to move regardless of that.

Story Stocks

General Mills ( GIS): Shares are higher following the company's earnings results.

Constellation Brands ( STZ): Stock is up a touch after reporting results.

Gannett ( GCI): Stock is trading flat after job cuts announcement.

Dow Chemical ( DOW): Stock is unchanged following announcement it will shut some manufacturing facilities.

Oshkosh ( OSK): Shares are up big after company wins $1 billion truck supply contract.

AIG ( AIG): Stock is lower following 1-20 reverse stock split.

Upgrades to Watch

Bank of America ( BAC): Citigroup ( C) adds stock to aggressive growth list.

Marvel Entertainment ( MVL): JPMorgan Chase raises stock to overweight -- $42 price target.

Microsoft ( MSFT): Morgan Stanley ( MS) raises target price to $28.

Symantec ( SYMC): Started as an outperform at JMP Securities.

IAC/Interactive Corp ( IACI): Started as an outperform at Oppenheimer.

TRW Automotive ( TRW): Merrill Lynch/Bank of America raises stock to a neutral -- $11.50 price target.

Yum! Brands ( YUM): Goldman Sachs ( GS) upgrades stock to a buy $40 target price.

American Water Works ( AWK): Initiated as a buy at Brean Murray.

Activision ( ATVI): FBR Capital Markets ( FCBM) raises estimates and target price to $16.

C.H. Robinson ( CHRW): Morgan Stanley raises estimates on this transports sector name.

Priceline ( PCLN): Merrill Lynch/Bank of America raises estimates and target price to $135.

Aeropostale ( ARO): UBS ( UBS) raises estimates -- $38 price target.

Downgrades to Watch

Check Point Software ( CHKP): JPMorgan cuts stock to a neutral.

Myriad Genetics ( MYGN): UBS cuts estimates on this biotech play.

Southern ( SO): Merrill Lynch/Bank of America cuts estimates -- $34 price target.

Enterprise Products Partners ( EPD): Citigroup cuts stock to a hold -- $26 price target.

Walt Disney ( DIS): Barclays Capital ( BCS) cuts estimates -- $32 price target.

KB Homes ( KBH): UBS cuts estimates on the homebuilder -- $15 price target.

Themes/Plays

Oil ( USO): Trading sharply higher in the early going.

Gold ( GLD): Also jumping big in the early action.

Treasuries ( TLT): Bonds are taking an early hit as interest rise.

I will be keying on the names above and looking for other opportunities that develop. The market will be tricky here as we have key oil data out at 10:30 a.m. EDT and tomorrow's job data overhanging the market. Let's see what trades set up nicely.

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

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.

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