Garmin is upgraded to 'outperform,' while Oracle is downgraded to 'market perform.'
Starbucks is upgraded while McDonald's is downgraded. Zynga is initiated with a 'buy' at Goldman.
A spike in oil prices due to Iran's threats could divert traffic from trucks, but higher fuel costs would pressure railroad margins.
With stricter environmental regulations in the U.S. and signs of a slowdown in China, coal's importance to freight carriers will likely decline.
Satellite television, railroads and beverage packagers should be early beneficiaries of any recovery.
Rail traffic is likely to benefit from surge in retail and online sales.
As the overall economy improves and the industrial sector continues to grow, coal production will also notch up.
These picks are undervalued based on a price-to-earnings growth strategy.
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