FedEx is downgraded to 'underperform,' and UPS is upgraded to 'outperform.'
Baidu is upgraded to 'buy,' and Health Management is downgraded to 'hold.'
Falling metals prices have recently pressured returns from companies north of the border, leaving many stocks undervalued.
The rally's shunning these related companies, and that's fine -- we don't need a repeat of 2007-2008.
Ford is downgraded to 'equal weight,' and Saks is initiated with a 'buy.'
Boeing is downgraded to 'underweight,' and Vivus is downgraded to 'sell.'
Stocks are higher as the monthly jobs report is roughly in-line with forecasts and a measure of growth in the services sector beat expectations.
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