Stocks advance despite a steep decline in Cisco following its weak sales outlook.
Carnival is downgraded to 'neutral' at Goldman, and Annie's is initiated at several firms.
The soaring stock isn't as good a deal as it was, but it's good enough if you're not distracted by the GDP.
Pier 1 has been among the best-performing stocks, as well as chains, of late, and will do better still once housing recovers.
Investors are betting most heavily and consistently on a recovery in US housing and consumer spending.
Toyota is upgraded to 'overweight' at Barclays; News Corp. is downgraded to 'neutral' at Citigroup.
Fast growers are starting to outperform value stocks more sensitive to the economic climate.
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