Netflix and Twitter know the younger generation better than most investors think.
Netflix is both upgraded and downgraded, and SanDisk is upgraded to 'buy.'
Stocks are higher as the Dow is lifted by an advance in IBM and the Nasdaq is boosted by Google's outperformance.
These companies can teach investors important lessons.
Some big stocks are susceptible to no real translation from the macro to the micro.
Goldman initiates retailers, including Michael Kors with a 'conviction buy' and Coach with a 'sell.'
Research in Motion is upgraded to 'hold,' and Intel is downgraded to 'neutral.'
The big picture won't change, but we'll see some near-term uncertainty.
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