The two builders plan to develop a huge community in Lake Forest, California.
Cisco is initiated with a 'buy' and Lennar is downgraded to 'sell.'
Good news during a correction helps, but wait for the carnage to end.
Lennar and First Solar are downgraded, while AstraZeneca is upgraded.
Investors are betting most heavily and consistently on a recovery in US housing and consumer spending.
Johnson Controls is upgraded to 'buy,' and Janney Capital is initiating apparel companies.
The company's upgrade of the sector coincided with the year's steepest market drop.
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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.
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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.