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Here are Friday's top research calls, including upgrades for AK Steel, ServiceNow, Qualcomm and Twitter, and downgrades for McKesson, Mead Johnson and GNC.
Johnson & Johnson (JNJ), McKesson (MCK), Merck (MRK) and UnitedHealth (UNH) benefit from demographic trends and have solid fundamentals.
Keep your powder dry and see if MCK tries to makes a double bottom.