Cameron (CAM) (CLNE) (CNQ) (XCO) (MAR) Upgraded by Analysts

Analysts upgraded shares of Cameron (NYSE: CAM), Clean Energy Fuels Corp. (NASDAQ: CLNE), Canadian Natural Resources (NYSE: CNQ), EXCO Resources, Inc. (NYSE: XCO) and Marriott (NYSE: MAR).

Cameron (NYSE: CAM) was upgraded by Global Hunter Securities from a “neutral” rating to a “buy” rating. They have a price target of $63.00 on the company, up from $55.00.

Clean Energy Fuels Corp. (CLNE) was upgraded by Bank of America (NYSE:BAC) from an “underperform” rating to a “buy” rating. They have a price target of $19.00 on the company.

Canadian Natural Resources (NYSE: CNQ) was upgraded by Stifel Nicolaus from a “hold” rating to a “buy” rating. They have a price target of $50.00 on the company.

EXCO Resources, Inc. (NYSE: XCO) was upgraded by Stifel Nicolaus from a “hold” rating to a “buy” rating. They have a price target of $19.00 on the company.

Marriott (NYSE: MAR) was upgraded by Robert W. Baird from a “neutral” rating to an “outperform” rating. They have a price target of $44.00 on the company, up from $40.00.

Cameron International closed Wednesday at $49.57, gaining $0.23, or 0.47 percent. Clean Energy Fuels closed at $17.01, rising $1.93, or 12.80 percent. Canadian Natural Resources closed at $41.18, climbing 0.53, or 1.30 percent. EXCO Resources, Inc. ended the day at $15.66, falling $0.08, or 0.51 percent. Marriott closed at $37.14, up $0.32, or 0.87 percent.

Ratings on (ARLP) (BRGYY) (CAP) (CDR) (CNQ) Upgraded

Ratings on shares of Alliance Resource (NASDAQ: ARLP), BG Group plc (NASDAQ: BRGYY), CAI International Inc (NYSE: CAP), Cedar Shopping Centers Inc (NYSE: CDR) and Canadian Natural Resources (NYSE: CNQ) were Upgraded by analysts.

Davenport upgraded Alliance Resource (ARLP) from a “neutral” rating to a “buy” rating.

UBS AG (NYSE:UBS) upgraded BG Group plc (BRGYY) from a “neutral” rating to a “buy” rating.

Keefe, Bruyette & Woods, Inc upgraded CAI International Inc (CAP) from a “market perform” rating to an “outperform” rating.

BMO Capital Markets upgraded Cedar Shopping Centers Inc (CDR) to a “market perform” rating.

TD Newcrest upgraded Canadian Natural Resources (CNQ) to a “buy” rating.

Dividends from (RLI) (VSEC) (PNNW) (KDN) (CNQ) Declared

RLI Corp (NYSE:RLI), VSE Corp (NASDAQ:VSEC), Pennichuck Corp (NASDAQ:PNNW), Kaydon Corp (NYSE:KDN) and Canadian Natural Resources Ltd. (NYSE:CNQ) declare dividends.

The Board of Directors of RLI Corp (RLI), declared a quarterly common stock dividend of $0.30 a share payable 5/26/11 to shareholders of record at the close of business on 5/16/11.

The Board of Directors of VSE Corp (VSEC) declared a cash dividend of $0.07 a share on the company's common stock payable on 8/10/11 to Stockholders of record on 7/27/11.

The Board of Directors of Pennichuck Corp (PNNW) declared a regular cash dividend of $0.185 a common share. The dividend will be payable on 6/1/11 to common stockholders of record at the close of business on 5/16/11.

The Board of Directors of Kaydon Corp (KDN) declared a regular cash dividend of $0.19 per common share. The dividend will be payable on 7/5/11 to common stockholders of record at the close of business on 6/14/11.

The Board of Directors of Canadian Natural Resources Ltd. (CNQ) declared a regular cash dividend of C$0.09 per common share. The dividend will be payable on 7/1/11 to common stockholders of record at the close of business on 6/17/11.

Chevron (CVX) (XOM) (BP) (COP) Jump on Low Oil Inventories

Shares of Chevron (NYSE:CVX), ExxonMobil (NYSE:XOM), BP (NYSE:BP) and ConocoPhillips (NYSE:COP) were all jumping today on news Oil inventories fell by 2.3 million barrels last week, according to the Energy Information Administration.

Expectations were oil inventories were going to increase by 1.6 million barrels.

Consequently the price of crude oil surged over the $110 a barrel mark again. Nymex oil for June delivery increased 2.1 percent to $110.54 as of 11:25 AM EDT.

Looking forward to the earnings reports of big oil companies next week, Key Private Bank analyst Steven Hoedt say he likes Hess Corporation (NYSE:HES), “which stand to benefit disproportionately from wide crack spreads, which means robust refining margins, leading to the potential for earnings surprises.”

Also noted was the Alberta tar sands play, where Hoedt noted, “With spare capacity tight, price needs to remain persistently high over an extended period of time for the message to be sent that capital needs to be committed to developing productive capacity. We continue to believe that one of the prime beneficiaries of this growing investment will be the oil sands of Alberta, where many are waking up to the fact that the region has 50-75 years of reserves in the ground. While incredibly costly to bring on line, once in production, a company has possession of long-duration reserves and there are very few places in the world today where it is possible to find even medium-duration oil reserves where there is also political security. In other words, the oil sands are a strategic asset that is currently being undervalued by the market, in our view. Prime beneficiaries are Suncor Energy (NYSE:SU), Cenovus Energy (NYSE:CVE), and Canadian Natural Resources (NYSE:CNQ), in our view.”

BP was trading at $45.87, gaining $1.19, or 2.66 percent, as of 1:59 PM EDT. Exxon was trading at $85.49, up $1.69, or 2.02 percent. ConocoPhillips was at $ 79.96, rising $1.81, or 2.32 percent. Chevron was trading at $107.87, increasing $2.47, or 2.34 percent.

Goldman (NYSE:GS) Raises Canadian Natural Resources (NYSE:CNQ)

Based on upwardly revised production guidance, Goldman Sachs (NYSE:GS) raised their EPS estimates and price target on Canadian Natural Resources (NYSE:CNQ).

EPS estimates were raised for 2011-2015 to $4.15/$5.00/$4.00/$4.45/$4.55 from $4.00/$4.85/ $3.80/$4.30/$4.65 in response to the revised production projections.

Goldman is maintaining their "Buy" rating on Canadian Natural Resources Limited, which was trading at $42.72, up $0.02, or 0.06 percent, as of 11:59 AM EST.

Goldman raised their price target on them from $45 to $48.