Morning Playbook: Dividend.com

The market is seeing some early profit-taking following two consecutive days of triple-digit gains on the Dow. Here are the names that are in this morning's headlines.

Story Stocks

Costco ( COST): Shares are rising after company beats earnings estimates.

Family Dollar Stores ( FDO): Stock is higher on better-than-expected earnings results.

Monsanto ( MON): Shares are up slightly following company results.

Sunoco ( SUN): Stock is lower on news company is shutting refinery and slashing its dividend in half.

Wolverine Worldwide ( WWW): Shares are flat following earnings results.

Yum Brands ( YUM): Stock is slightly lower following its earnings report.

Analyst Upgrades to Watch

Anadarko Petroleum ( APC): Deutsche Bank raises price target to $62.

Amphenol ( APH): UBS raises estimates.

Abercrombie & Fitch ( ANF): Morgan Stanley upgrades stock to an equal weight.

Bank of America ( BAC): Wells Fargo upgrades stock to an outperform.

Baker Hughes ( BHI): Credit Suisse raises price target to $43.

Crown Holding ( CCK): Credit Suisse raises estimates. $36 price target.

Cisco Systems ( CSCO): William Blair raises stock to an outperform.

CH Robinson Worldwide ( CHRW): Morgan Stanley raises estimates.

Dell ( DELL): Hapoalim initiates stock with a buy.

Walt Disney ( DIS): Merrill Lynch/Bank of America raises stock to a neutral. $30 price target.

Estee Lauder ( EL): Piper Jaffray raises stock to an overweight. $55 price target.

Freeport McMoRan ( FCX): Citigroup raises estimates. $71 price target.

General Electric ( GE): Morgan Stanley raises estimates. $19 price target.

Google ( GOOG): Oppenheimer raises price target to $565.

Goodrich ( GR): FBR upgrades stock to an outperform. $65 price target.

Halliburton ( HAL): Credit Suisse raises price target to $34.

Jones Apparel Group ( JNY): Morgan Stanley raises price target to $21.

Coca-Cola ( KO): Deutsche Bank raises stock to a buy. $62 price target.

Kohl's ( KSS): Morgan Stanley raises stock to an overweight. $67 price target.

Monolithic Power Systems ( MPWR): Wedbush Morgan reiterates outperform rating. $28 price target.

National Oilwell Varco ( NOV): Susquehanna initiates stock with a positive rating. $51 price target.

News Corp. ( NWS): Merrill Lynch/Bank of America raises stock to a buy. $16 price target.

Collective Brands ( PSS): Susquehanna reiterates positive rating. Lifts price target to $21.

Phillips-Van Heusen ( PVH): Morgan Stanley raises price target to $49.

Qiagen ( QGEN): Barclays Capital initiates stock with an overweight. $24 price target.

Research In Motion ( RIMM): Jesup & Lamont initiate stock with a buy. $80 price target.

Smith International ( SII): Credit Suisse raises price target to $31.

Schlumberger ( SLB): Credit Suisse raises estimates. $63 price target.

Talbots ( TLB): FBR Capital Markets reiterates an outperform rating. Raises price target to $13.

Time Warner Cable ( TWC): Wells Fargo raises stock to an outperform.

Vale ( VALE): Goldman Sachs raises stock to a buy.

Viacom ( VIA-B): Merrill Lynch/Bank of America raises stock to a neutral. $36 price target.

Wyndham Worldwide ( WYN): Goldman Sachs raises stock to a buy. $26 price target.

Downgrades to Watch

Advance Auto Parts ( AAP): Wedbush Morgan cuts price target to $43.

Alberto-Culver ( ACV): Caris cuts stock to above average. $27 price target.

Aeropostale ( ARO): Piper Jaffray cuts stock to an underperform. Raises price target to $43.

Boston Scientific ( BSX): Goldman Sachs cuts price target to $12.

Cephalon ( CEPH): Robert Baird cuts stock to a neutral.

Medtronic ( MDT): Goldman Sachs lowers price target to $41.

Mosaic ( MOS): UBS cuts estimates. $52 price target.

Robbins & Myers ( RBN): BB&T Capital cuts stock to a hold.

Smith & Nephew ( SNN): UBS cuts stock to an neutral.

St. Jude Medical ( STJ): Goldman Sachs cuts estimates. $35 price target.

Other Key Indexes to Watch

Gold ( GLD): Gold prices are flat this morning.

Oil ( USO): Oil prices are flat to slightly higher ahead of key inventory numbers out at 10:30 a.m. EST.

Treasuries ( TLT): Bond prices are strong in the early going.

What's the Trade?

All eyes will be on gold prices today, as well as the U.S. dollar. At some point this week, we will likely see concerns of a dollar getting too weak too fast hitting the tape.

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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