Investors are betting most heavily and consistently on a recovery in US housing and consumer spending.
Comerica is downgraded to 'sell' at Citigroup, and Pandora is initiated with an 'underweight' at Barclays.
Jefferies is downgraded to 'sell,' and Micron is initiated with an 'outperform.'
Starbucks is upgraded while McDonald's is downgraded. Zynga is initiated with a 'buy' at Goldman.
Investors are seeing a mixed bag of quarterly results as banks reel from weak trading revenue.
VMware and Akamai are downgraded, while Regions Financial is initiated with 'market perform.'
A sharp correction could hit these red-hot stocks soon. Investors who wait to buy should be rewarded.
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All hail the bull market, which ended the week with a big rally. But it also is starting to look a little like 1987, which suffered an epic blow-out.
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.
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