Morning Playbook: Dividend.com

The markets are off to a slightly positive start for this new week. Here are the names that are making headlines this morning.

Story Stocks

BB&T ( BBT): Stock is lower after the company reports first-quarter results.

CME Group ( CME): The stock is higher on a rumor the company may be buying the CBOE.

Eaton ( ETN): Shares are higher after third-quarter results.

Gannett ( GCI): The stock is higher after the company beats analyst expectations.

Hasbro ( HAS): Shares are slightly after company reports earnings results.

Sprint Nextel ( S): The stock is flat on news the company is buying iPCS affiliate.

Weatherford ( WFT): Shares are lower following third-quarter results.

Upgrades to Watch

AirTran ( AAI): JPMorgan raises stock to an overweight. $11 price target.

American Express ( AXP): FBR Capital Markets raises stock to a market perform. $37 price target.

Big Lots ( BIG): Pali Research raises stock to a buy. $31 price target.

Peabody Energy ( BTU): FBR Capital Markets raise price target to $49.

CBS ( CBS): Morgan Stanley raises price target to $16.

Continental Resources ( CLR): SunTrust Robinson Humphrey raises price target to $53.

Capital One ( COF): FBR Capital Markets raises estimates. $40 price target.

Coach ( COH): Barclays Capital raises estimates. $40 price target.

CenturyTel ( CTL): Wells Fargo reinitiates coverage with a buy rating. $38-$40 price target.

Dick's Sporting Goods ( DKS): Piper Jaffray raises price target to $28.

Dr. Pepper Snapple ( DPS): UBS increases estimates. $31 price target.

Estee Lauder ( EL): Goldman Sachs raises estimates. $37 price target.

First Horizon ( FHN): FBR Capital Markets raises estimates. $12 price target.

Fidelity National ( FIS): Credit Suisse raises price target to $25.

General Electric ( GE): Morgan Stanley raises estimates. $20 price target.

Corning ( GLW): Goldman Sachs raises estimates. $17 price target.

Halliburton ( HAL): Goldman Sachs raises estimates. $35 price target.

Harley-Davidson ( HOG): Goldman Sachs raises estimates. $23 price target.

MasterCard ( MA): Goldman Sachs raises estimates. $250 price target.

Merck ( MRK): Barclays Capital raises price target to $34.

Marvell Technology ( MRVL): Citigroup initiates with a buy rating. $21 price target.

Netflix ( NFLX): Thomas Weisel increases price target to $57.

Pfizer ( PFE): Barclays Capital reinitiates stock with an overweight rating. $21 price target.

Solera ( SLH): Goldman Sachs raises estimates. $35 price target.

Sohu ( SOHU): Pali Research raises stock to a neutral.

Terex ( TEX): RBC Capital initiates stock with an outperform.

Tupperware ( TUP): Merrill Lynch/Bank of America raises estimates. $49 price target.

Time Warner ( TWX): Morgan Stanley raises price target to $36.

Unilever ( UL): UBS raises stock to a neutral.

Visa ( V): Goldman Sachs raises estimates. $85 price target.

Whiting Petroleum ( WLL): SunTrust Robinson Humphrey raises price target to $74.

Downgrades to Watch

Accenture ( ACN): UBS cuts stock to a neutral.

Compania Buenaventura ( BVN): Merrill Lynch/Bank of America cuts stock to an underperform. $38 price target.

Cellcom Israel ( CEL): Deutsche Bank cuts stock to a hold.

Amdocs ( DOX): UBS cuts stock to a neutral. $27 price target.

Callaway Golf ( ELY): Morgan Joseph cuts to a hold.

Fannie Mae ( FNM): Keefe, Bruyette & Woods puts a $0 price target on the stock.

Freddie Mac ( FRE): Keefe, Bruyette & Woods puts a $0 price target on the stock.

Genzyme ( GENZ): Morgan Stanley cuts estimates. $58 price target.

Genuine Parts ( GPC): Goldman Sachs cuts estimates. $41 price target.

Southwest Airlines ( LUV): JPMorgan cuts stock to an underweight. $6.50 price target.

Mattel ( MAT): Morgan Joseph cuts stock to a hold.

Sanderson Farms ( SAFM): KeyBanc cuts stock to a hold.

SL Green Realty ( SLG): Merrill Lynch/Bank of America cuts stock to a neutral. $45 price target.

Tellabs ( TLAB): UBS cuts stock to a neutral.

Walter Energy ( WLT): FBR Capital Markets cuts price target to $72.

Other Key Indexes to Watch

Gold ( GLD): Gold prices are slightly higher this morning.

Oil ( USO): Oil prices are slightly lower this morning.

Treasuries ( TLT): Bonds are up slightly in the early going.

What's the Trade?

The market is already looking ahead to the earnings results out of Apple ( AAPL) which come out after the bell. I will be using Google ( GOOG) as my initial gauge on the long side this morning.

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.

More from Opinion

3 Warren Buffett Stock Picks That Could Be Perfect for Your Retirement Portfolio

3 Warren Buffett Stock Picks That Could Be Perfect for Your Retirement Portfolio

Apple Buys Tesla? Amazon Buys Sears? 3 Dream Mergers That Just Make Sense

Apple Buys Tesla? Amazon Buys Sears? 3 Dream Mergers That Just Make Sense

50 Stocks That Could Be Shredded If a U.S. Trade War With China Ignites

50 Stocks That Could Be Shredded If a U.S. Trade War With China Ignites

7 Takeaways From Google's $550-Million Investment in Alibaba Rival JD.com

7 Takeaways From Google's $550-Million Investment in Alibaba Rival JD.com

It's Just Not Smart For Investors to Ignore the Threat of a Trade War

It's Just Not Smart For Investors to Ignore the Threat of a Trade War