It looks like Monday is off to a nice start. Let's look at some early ideas that traders need to know about.

Story Stocks

HSBC ( HBC): Shares are popping higher on company's surprise profit.

Humana ( HUM - Get Report): Shares are higher after company reaffirms guidance.

CNA Financial ( CNA - Get Report): Stock is higher despite profit drop.

Loews ( L - Get Report): Stock is slightly higher despite profit drop.

Tyson Foods ( TSN): Shares are lifting following the company beating earnings estimates.

Mercury General ( MCY): Shares are flat after company beat earnings estimates.

MGM Mirage ( MGM): Stock is lower after reporting second-quarter loss.

Barclays PLC ( BCS): Stock is higher following company's earnings results.

Clorox ( CLX): Shares fall after company reaffirms guidance.

Upgrades to Watch

3M ( MMM): Goldman Sachs ( GS) raises stock to a buy and price target to $85.

Mead Johnson Nutrition ( MJN): Goldman Sachs raises price target to $45.

J. Crew Group ( JCG): Brean Murray upgrades stock to a buy; $35 price target.

Wendy's Arby's Group ( WEN): UBS ( UBS) upgrades stock to a buy and raises price target to $5.50.

Nasdaq OMX ( NDAQ): Pali Research raises stock to a neutral. Price target in the $19-$23 range.

Gap ( GPS): Barclays Capital raises stock to an overweight and ups price target to $21.

Altria ( MO): Goldman Sachs raises price target to $20.

Kimberly-Clark ( KMB): Goldman Sachs raises price target to $63.

J.C. Penney ( JCP): Thomas Weisel raises to market-weight; $28 price target.

Abercrombie & Fitch ( ANF): Barclays Capital raises stock to overweight; $35 price target.

Coca-Cola Enterprises ( CCE): Goldman Sachs raises price target to $24.

Colgate-Palmolive ( CL): Goldman Sachs raises price target to $83.

Janus Capital ( JNS): Goldman Sachs raises stock to a neutral; $14 price target.

Monster Worldwide ( MWW): Goldman Sachs raises estimates and price target to $13.50.

General Mills ( GIS): Goldman Sachs raises price target to $66.

Philip Morris International ( PM): Goldman Sachs raises price target to $55.

Lorillard ( LO): Goldman Sachs raises price target to $89.

Franklin Resources ( BEN): Goldman Sachs raises stock to a buy. Raises price target to $100.

Downgrades to Watch

United Therapeutics ( UTHR): Jefferies ( JEF) cuts stock to a hold. Lowers price target to $81.

O'Reilly Automotive ( ORLY): FBR Capital Markets ( FBCM) cuts stock to an underperform; $36.50 price target.

Burger King ( BKC): JPMorgan Chase ( JPM) cuts stock to a neutral. Lower price target to $19.

Genzyme ( GENZ): UBS cuts stock to a neutral. Lowers price target to $55.

Ross Stores ( ROST): Barclays Capital cuts stock to an equal-weight.

Other Key Indexes to Watch

Gold ( GLD): Gold prices look strong early.

Oil ( USO): Oil prices are rallying big as well.

Treasuries ( TLT): Bonds are not participating in the rally as they had done the last two days.

What's the Trade?

The idea is simple here this morning: stay with the long ideas and the momentum plays we've been mentioning lately. Names like Apple ( AAPL - Get Report), Priceline ( PCLN), Netease.com ( NTES - Get Report) are some examples of momentum stocks that will continue to outpace the markets during the run-up.

Be sure to move up your trailing stops as you see share prices go higher. Also, put in sell-stops if you are initiating a new position, in the event of a reversal in the positive stock action. Always limit your losses whenever possible.

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.