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The beginning of earnings season is under way, but the plethora of earnings reports won't kick in until later this week. Stocks are up on the back of a Goldman Sachs ( GS) upgrade. Let's see what traders should have on their radar screens today.

Story Stocks

Fastenal ( FAST): Shares are lower after a second-quarter profit drop of 43%.

Philips Electronics ( PHG): Shares are higher following company's earnings results.

Expeditors International ( EXPD): Shares are getting hit after earnings outlook disappoints.

Upgrades to Watch

Best Buy ( BBY): Oppenheimer raises stock to an outperform.

Wells Fargo ( WFC): Goldman Sachs raises target price to $29.

Charles Schwab ( SCHW): Barclay's Capital riding the Barron's piece this weekend, raising estimates and target price to $19.

Goldman Sachs ( GS): Meredith Whitney Advisory Group raises stock to a buy. $186 price target.

W.W. Grainger, Inc. ( GWW): Merrill Lynch/Bank of America upgrades stock to a buy. $100 price target.

Discover Financial Services ( DFS): Goldman Sachs upgrades stock to a buy. $12 price target.

Rockwell Automation ( ROK): JPMorgan upgrades stock to overweight. $40 price target.

PNC Bank ( PNC): Goldman Sachs raises target price to $38.

Illinois Tool Works ( ITW): Merrill Lynch/Bank of America raises stock to a neutral. $37 price target.

Everest Re Group ( RE): UBS initiates stock at a buy. $90 price target.

Marriott International ( MAR): JMP Securities upgrades stock to outperform. $25 price target.

Johnson & Johnson ( JNJ): UBS raises estimates. $62 price target.

Google ( GOOG): Jefferies raises estimates. $465 price target.

Sandisk ( SNDK): Thomas Weisel upgrades stock to overweight. $20 price target.

CSX Corp ( CSX): Morgan Stanley raises estimates. $52 price target.

TD Ameritrade ( AMTD): Barclays Capital raises estimates. $21 price target.

Computer Sciences ( CSC): UBS raises target price to $43.

Downgrades to Watch

Manpower ( MAN): Barclays Capital cuts estimates.

CME Group ( CME): Barclays Capital cuts estimates. $315 price target.

Capella Education ( CPLA): Credit Suisse cuts stock to a neutral. $61 price target.

Intercontinental Exchange ( ICE): Barclays Capital cuts estimates. $116 price target.

Bank of New York Mellon ( BK): Goldman Sachs cuts stock to a buy from "conviction" buy. $39 price target.

Compass Minerals ( CMP): Goldman Sachs cuts stock to perform from outperform. $61 price target.

Themes/Plays

Oil ( USO): Prices are slightly lower in the early going.

Gold ( GLD): Prices are flat as the battle to get over $90 takes shape.

Treasuries ( TLT): Bonds are flat this morning as the recent uptrend is put to the test.

The calls on GS, GWW, GOOG and CME are some good early tells to keep an eye on. The earnings warning from EXPD is also a major tell for the transports.
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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