Not much action. I expect "merger Mondays" to kick in in a couple of weeks, but there are a few deals today.
Biggest news in my view on our stocks is RMD upgrade from BofA/ML to Buy. I like this one a lot - in CG/B. Too many shorts worried for obvious reason that won't play out. They miss the overall growth of the category.
I saw positive comments from CS on FL, though they lowered their target from 41 to 39. I am adding some to my CG/B model today.
In Top 20, I thought about selling PBI to buy BEN but will wait. I did trim LMNX and CLH to add to CHS and ROSE.
Upgrade on ADBE, which is in consolidation, from Pacific Crest.
EOG target to 195 from 174 at Jefferies
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