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.
Was the first quarter simply a final hurrah, with the stock market about to turn sour in response to a failure on the part of the economy in the US and worldwide to continue to show signs of strength?
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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.