Morning Playbook: Dividend.com

NEW YORK (TheStreet) -- It looks like the 10,000 level will be tested early today, and will likely not hold up. The Goldman (GS) earnings report is clearly setting up to be a "sell on the news" situation this morning. Here are the other names that are making headlines in the early going.

Story Stocks

Amphenol ( APH): Stock is hitting new 52-week highs after Q3 results.

Baxter ( BAX): Shares are falling after company guides Q4 lower.

Bill Barrett ( BBG): SunTrust Robinson Humphrey raises stock to a buy. $46 price target.

Citigroup ( C): Stock is lower following company's earnings results.

Entergy ( ETR): Shares are flat after company trims guidance slightly.

Goldman Sachs ( GS): Stock is lower despite blow-out earnings results.

Harley Davidson ( HOG): Shares are slipping following company's earnings results.

Southwest Airlines ( LUV): Stock is lower after company's earnings results.

Nokia ( NOK): Stock is getting hit hard following disappointing earnings results.

OpenTable ( OPEN): Citigroup raises stock to a buy.

PG&E ( PCG): UBS raises stock to a buy.

Polaris Industries ( PII): Stock is flat after company beats analysts' estimates and raises guidance.

PPG Industries ( PPG): Shares are lower following third-quarter results.

Charles Schwab ( SCHW): Stock is down after third-quarter profits fall significantly.

Safeway ( SWY): Shares are slightly higher following company's third-quarter results.

Xilinx ( XLNX): Shares are lower following second-quarter results.

Upgrades to Watch

Abbott Labs ( ABT): Goldman Sachs raises estimates. $60 price target.

Adtran ( ADTN): Barclays Capital raises estimates. $23 price target.

Autonation ( AN): Goldman Sachs raises price target to $17.

Allegheny Technologies ( ATI): UBS raises stock to a buy. $42 price target.

Brookfield Asset Management ( BAM): Credit Suisse raises price target to $24.

Chicago Bridge & Iron ( CBI): Goldman Sachs raises stock to a buy.

Comcast ( CMCSA): Citigroup adds stock to top picks list.

Donaldson ( DCI): Credit Suisse raises estimates and rating to an outperform. $41 price target.

Digital Globe ( DGI): Morgan Stanley raises estimates. $31 price target.

Fastenal ( FAST): Morgan Stanley raises estimates.

W.W. Grainger ( GWW): FBR Capital Markets raises estimates. $116 price target.

Hewlett Packard ( HPQ): Stifel Nicolaus raises price target to $58.

IAC/Interactive ( IACI): Credit Suisse raises price target to $24.

JP Morgan Chase ( JPM): Goldman Sachs raises estimates. $54 price target.

Lazard ( LAZ): Collins Stewart reiterates buy rating. $44 price target.

Linear Technology ( LLTC): Goldman Sachs raises estimates. $30 price target.

Lorillard ( LO): Goldman Sachs raises estimates.

Landstar Systems ( LSTR): Credit Suisse raises price target to $45.

Microsoft ( MSFT): Goldman Sachs raises estimates. $30 price target.

MSC Industrial ( MSM): Morgan Stanley raises estimates.

Newfield Exploration ( NFX): Wells Fargo raises stock to an outperform.

Philip Morris ( PM): UBS raises estimates.

Par Pharmaceuticals ( PRX): Barclays Capital raises estimates and lifts stock rating to an outperform.

Reynolds American ( RAI): Goldman Sachs raises estimates.

Schlumberger ( SLB): Citigroup raises estimates. $80 price target.

Tenet Healthcare ( THC): Goldman Sachs raises estimates. $8 price target.

Textron ( TXT): Merrill Lynch/Bank of America raises price target to $21.50.

Viacom ( VIA-B): Credit Suisse raises estimates. $30 price target.

Downgrades to Watch

Allianz ( AZ): Bank of America cuts stock to a neutral.

Baker Hughes ( BHI): Citigroup cuts stock to a sell.

Chesapeake Energy ( CHK): Goldman Sachs cuts estimates. $34 price target.

Granite Construction ( GVA): Goldman Sachs cuts stock to a sell.

Host Hotels ( HST): Baird cuts stock to an underperform.

Kinder Morgan ( KMP): Oppenheimer cuts stock to a perform rating. $56 price target.

Travelers ( TRV): Keefe, Bruyette & Woods cuts stock to a market perform.

Other Key Indexes to Watch

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

Oil ( USO): Oil prices are showing gains early.

Treasuries ( TLT): Bond prices are down despite the weak start for stocks.

What's the Trade?

The next focus of attention will be on the after-hours reports of IBM ( IBM) and Google ( GOOG). The markets may stabilize as we get into the afternoon, so keep watching the tape!

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.

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