Aeropostale is downgraded to 'neutral,' and Yahoo is upgraded to 'conviction buy' at Goldman.
But it makes sense that no other stock follows it higher.
Mosaic is also downgraded to 'neutral,' and Michael Kors is initiated with an 'outperform.'
Research In Motion is upgraded to 'sector perform,' and Pfizer is initiated with an 'outperform.'
While Apple doesn't say which companies provide parts for its new flagship gadget, a tear-down reveals some partners.
GlaxoSmithKline is downgraded to 'underperform,' while AstraZeneca is upgraded to 'neutral.'
As device makers design from the chip out, this major player's mass-market approach faces trouble.
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With the universe of this category in its seasonal sweet spot, these picks have tailwinds propelling them into the new year.
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.
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.