Staples is upgraded to 'neutral,' and Baidu is downgraded to 'underperform.'
They have sold off for different reasons and are in overvalued sectors, but they look undervalued now.
Stocks are higher as reports on services companies from around the globe improved the market's tone dramatically from Monday.
Zynga is upgraded to 'buy,' and Yum Brands is downgraded to 'neutral.'
After closing at a 5-year high, increased eurozone risks could dampen the rally.
Yahoo is downgraded to 'market perform,' and SolarCity is initiated with a 'buy.'
Panera Bread is upgraded to 'outperform,' and Yelp is initiated with a 'market perform.'
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Here's a list of ways to profit from the potential move from defensive to cyclical stocks.
The Market Dispatches column has been discontinued. Here's where to find the latest stock and business news on MSN Money, and the latest from market writer Charley Blaine.
MONEY & POLITICS
Breaking up big banks is an untested solution to the too big to fail problem that attempts to isolate and dismantle large, troubled institutions while protecting the rest of the economy.
Children from lower income families are at greater risk of suffering accidental injuries and being sickened by food, according to a Consumer Federation of America study.
The IRS is struggling to combat identify thieves who file fraudulent tax returns in the names of older residents who don't need to file.