Travel spending is up, and a few select plays in some related sectors stand to benefit most.
InterMune is upgraded to 'buy,' and Mead Johnson is downgraded to 'neutral.'
SunPower is upgraded to 'buy,' and Biogen is downgraded to 'neutral.'
Panera Bread is upgraded to 'outperform,' and Yelp is initiated with a 'market perform.'
Exxon Mobil is downgraded to 'neutral,' and TiVo is initiated with a 'buy.'
AOL is downgraded to 'underperform,' and Humana is downgraded to 'neutral.'
Fundamentals are improving for the hotel market, boosting the outlook for these 8 companies.
The real-estate investment trust has recently priced a secondary offering of 11 million shares to raise money for acquisitions and other purposes.
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