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BOSTON ( TheStreet) -- TheStreet.com's stock-picking model upgraded Bunge ( BG) to "buy." Bunge sells agriculture, fertilizer and food products.

The numbers: Second-quarter revenue fell 24% to $11 billion as net income plummeted 58% to $313 million and earnings per share dropped 61% to $2.13. The company's operating margin fell from 6% to 1% and the net margin declined from 5% to 3%. Bunge has a weak liquidity position, with just $489 million of cash and a quick ratio of 0.3. But a debt-to-equity ratio of 0.7 indicates reasonable leverage. The company is poised to benefit from a rebound in commodities prices.

The stock: Bunge has climbed 36% this year, beating major U.S. indices. The stock is trading at a price-to-earnings ratio of 20, a premium to the market, and offers a modest 1% dividend yield.

The model upgraded software company CA ( CA) to "buy."

The numbers: Fiscal first-quarter revenue and net income declined marginally to $1.1 billion and $195 million, respectively, as earnings per share remained flat at 37 cents. CA's operating margin increased from 30% to 32% and the net margin climbed from 18% to 19%. The company has an adequate liquidity position, reflected by $2.9 billion of cash and a quick ratio of 1. A debt-to-equity ratio of 0.4 indicates modest leverage.

The stock: CA has gained 11% this year, beating the Dow Jones Industrial Average and S&P 500 Index, but underperforming the tech-heavy Nasdaq. The stock is trading at a fair price-to-earnings ratio of 16, but offers a dividend yield below 1%.

The model upgraded media and entertainment company Walt Disney ( DIS) to "buy."

The numbers: Fiscal second-quarter revenue dropped 7% to $8.1 billion as net income fell 46% to $613 million and earnings per share dropped 43% to 33 cents. Disney's operating margin decreased from 22% to 16% and the net margin fell from 13% to 8%. A quick ratio of 0.8 indicates a less-than-ideal liquidity position. But a debt-to-equity ratio of 0.4 reflects a conservative capital structure. We give Disney a financial-strength score of 8.9 out of 10, which is higher than the average for our "buy"-rated companies.

The stock: Disney shares have advanced 16% this year, outperforming the Dow and S&P 500. The stock is trading at a fair price-to-earnings ratio of 14 and offers a dividend yield of 1.3%. The company reports fiscal third-quarter results after the market closes on July 30.

The model upgraded Global Payments ( GPN) to "buy." Global Payments provides payment processing and money transfer services.

The numbers: Fiscal fourth-quarter revenue increased 17% to $402 million, but earnings dropped 8% to $38 million, or 46 cents. The operating margin declined from 19% to 17% and the net margin fell from 12% to 9%. Global Payments has ample liquidity, which is evident in its quick ratio of 1.7. And a debt-to-equity ratio of 0.2 reflects a modest debt load.

The stock: Global Payments is up 29% this year, beating major indices. But the stock trades at an exorbitant price-to-earnings ratio of 88 and offers a dividend yield less than 1%.

The model upgraded life and health insurer Unum ( UNM) to "buy."

The numbers: First-quarter revenue fell 4% to $2.4 billion as net income increased 1% to $165 million. Earnings per share jumped 9% to 50 cents, helped by a lower share count. The operating margin inched up to 12% and the net margin jumped from 6% to 8%. The cash balance has fallen by half from the year-earlier quarter, but $774 million of cash indicates adequate liquidity. A debt-to-equity ratio of 0.4 is a sign of fiscal prudence.

The stock: Unum is flat this year, underperforming major U.S. indices. The stock is trading at a cheap price-to-earnings ratio of 11 and offers a 1.8% dividend yield.

-- Reported by Jake Lynch in Boston. Feedback can be sent to jake.lynch@thestreet.com.