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BOSTON ( TheStreet) -- TheStreet.com's stock-rating model upgraded online marketer Constant Contact ( CTCT) to "buy."

The numbers: The company swung to a second-quarter profit of $40,000, or breakeven per share, from a loss of $390,000, or 1 cent per share, in the year-earlier period. Revenue grew 49% to $31 million. Its gross margin fell from 79% to 78% and its operating margin remained in shallow negative territory. The company has an ideal financial position, with $107 million of cash and no debt.

The stock: Constant Contact is up 40% this year, more than major U.S. indices. The company posted losses in the four previous quarters. The stock doesn't pay dividends.

The model upgraded chemical maker Lubrizol ( LZ) to "buy."

The numbers: Second-quarter profit increased 69% to $132 million, or $1.92 a share, as revenue fell 18% to $1.1 billion. Its gross margin rose from 25% to 39% and its operating margin jumped from 10% to 20%. The company possesses ample liquidity, evident in its quick ratio of 1.9. A debt-to-equity ratio of 1 reflects higher-than-ideal leverage.

The stock: Lubrizol has advanced 88% this year, outpacing major U.S. indices. Shares pay a 1.8% dividend yield.

The model upgraded household products seller Newell Rubbermaid ( NWL) to "hold."

The numbers: Second-quarter net income ascended 14% to $106 million and earnings per share climbed 12% to 37 cents. Revenue fell 18% to $1.5 billion. Its gross margin rose from 37% to 40% and its operating margin increased from 13% to 15%. A quick ratio of 0.8 demonstrates less-than-ideal liquidity. The company has an excessive debt load, evident in its debt-to-equity ratio of 1.7.

The stock: Newell Rubbermaid is up 54% this year, beating major U.S. indices. Shares pay a 1.3% dividend yield.

The model upgraded Seaboard ( SEB), a diversified agribusiness and transportation conglomerate, to "buy."

The numbers: Second-quarter profit increased 28% to $27 million, or $21.76 a share, as revenue declined 13% to $870 million. Its gross margin rose from 7% to 9% and its operating margin remained in shallow positive territory. The company has a strong financial position, with $445 million of cash, compared to $198 million of debt.

The stock: Seaboard has risen 11% this year, more than the Dow Jones Industrial Average, but less than the S&P 500 Index. The stock trades at a price-to-earnings ratio of 17, a discount to the market, but a premium to conglomerate peers.

The model upgraded engineering and construction company Shaw Group ( SHAW) to "hold."

The numbers: Fiscal third-quarter profit decreased 85% to $7.9 million, or 9 cents a share, as revenue increased 2% to $1.8 billion. Its gross margin was little-changed at 10% and its operating margin declined from 6% to 5%. A quick ratio of 0.9 reflects less-than-ideal liquidity. A debt-to-equity ratio of 1 indicates higher-than-ideal leverage.

The stock: Shaw Group is down 10% this year, lagging behind major U.S. indices. The stock trades at a price-to-earnings ratio of 30, a premium to the market and construction and engineering peers. The company doesn't pay dividends.

-- Reported by Jake Lynch in Boston.