UPGRADES:
* Apollo Group (APOL) to hold: Deutsche Bank
* EV Energy (EVEP) to outperform: Credit Suisse
* MGIC Investment (MTG) to overweight: Barclays
* MicroStrategy (MSTR) to outperform: FBR Capital
* Radian Group (RDN) to overweight: Barclays
* Seadrill (SDRL) to overweight: HSBC
* Stratasys (SSYS) to buy: Needham
* Yahoo (YHOO) to buy: Cantor Fitzgerald
DOWNGRADES:
* AmeriSourceBergen (ABC) to buy: ISI Group
* Cliffs Natural (CLF) to market perform: BMO Capital
* Fresenius Medical (FMS) to equalweight: Barclays
* Impax Labs (IPXL) to market perform: Leerink Swann
* Impax Labs (IPXL) to hold: Canaccord Genuity
* Standard Motor (SMP) to hold: BB&T Capital
* Sandridge Mississippian Trust (SDT) to sell: Wunderlich
* THL Credit (TCRD) to market perform: Keefe Bruyette
* Texas Roadhouse (TXRH) to hold: Miller Tabak
INITIATIONS:
* Acuity Brands (AYI) buy: UBS
* Anthera (ANTH) buy: Jefferies
* Aegerion Pharma (AEGR) buy: BofA Merrill
* Agilent Technologies (A) outperform: Credit Suisse
* AG Mortgage (MITT) neutral: Credit Suisse
* Diana Shipping (DSX) neutral: JPMorgan
* Dyax (DYAX) buy: Jefferies
* E2Open (EOPN) buy: Benchmark Co.
* Finish Line (FINL) buy: Tigress Financial
* Health Insurance (HIIQ) outperform: Credit Suisse
* Health Insurance (HIIQ) buy: BofA Merrill
* Intuitive Surgical (ISRG) underperform: Northland
* LTD Brands (LTD) neutral: Tigress Financial
* Men’s Wearhouse (MW) neutral: Tigress Financial
* Netflix (NFLX) outperform: RBC
* Oxford Industries (OXM) buy: Tigress Financial