Tortoise (TYN) (RAH) (MXL) (CINF) (ONNN) (CLR) Upgraded

Tortoise North American Energy Corp (NYSE: TYN), Ralcorp Holdings, Inc. (NYSE: RAH), MaxLinear Inc (NYSE: MXL), Cincinnati Financial (NASDAQ: CINF), ON Semiconductor (NASDAQ: ONNN) and Continental Resources, Inc. (NYSE: CLR) upgraded by analysts.

Tortoise North American Energy Corp. (TYN) was upgraded by Robert W. Baird from a “Neutral” rating to an “Outperform” rating. They have a price target of $26.00 on the company.

Ralcorp Holdings, Inc. (RAH) was upgraded by Stifel Nicolaus from a “Hold” rating to a “Buy” rating. They have a price target of $84.00 on the company.

MaxLinear Inc. (MXL) was upgraded by Needham & Company from a “Buy” rating to a “Strong Buy” rating. They have a price target of $11.00 on the company.

Cincinnati Financial (CINF) was upgraded by Deutsche Bank (NYSE:DB) from a “Sell” rating to a “Hold” rating. They have a price target of $23.00 on the company. They cited valuation as the catalyst behind the call.

ON Semiconductor (ONNN) was upgraded by Jefferies (NYSE:JEF) to a “Buy” rating. They have a price target of $9.50 on the company.

Continental Resources, Inc. (CLR) was upgraded by Morgan Keegan from a “Market Perform” rating to an “Outperform” rating. They have a price target of $73.00 on the company.

Marriott (MAR) (MRVL) (MXL) (RAH) (SGEN) Price Targets Changed

Marriott (NYSE: MAR), Marvell Technology Group (NASDAQ: MRVL), MaxLinear Inc (NYSE: MXL), Ralcorp Holdings, Inc. (NYSE: RAH) and Seattle Genetics, Inc. (NASDAQ: SGEN) price targets changed.

Marriott (MAR) had its price target lowered by Rodman & Renshaw from $43.00 to $38.00. They have a “market perform” rating on the company.

Marvell Technology Group (MRVL) had its price target lowered by Needham & Company from $22.50 to $19.50. They have a “buy” rating on the company.

MaxLinear Inc (MXL) had its price target lowered by analysts at

Needham & Company from $13.00 to $11.00. They have a “buy” rating on the company.

Ralcorp Holdings, Inc. (RAH) had its price target lowered by Longbow Research from $98.00 to $95.00. They have a “buy” rating on the company.

Seattle Genetics, Inc. (SGEN) had its price target raised by Oppenheimer from $21.00 to $24.00. They have an “outperform” rating on the company.

Ratings on (PRM) (RAH) (SYT) (WATG) (WYY) Downgraded

Ratings on shares of Primedia Inc (NYSE: PRM), Ralcorp Holdings, Inc. (NYSE: RAH), Syngenta AG (NYSE: SYT), Wonder Auto Technology Inc (NASDAQ: WATG) and WidePoint Co. (NYSE: WYY) were downgraded by analysts.

Gabelli downgraded Primedia Inc (PRM) from a “buy” rating to a “sell” rating.

BB&T downgraded Ralcorp Holdings, Inc. (RAH) from a “buy” rating to a “hold” rating. They have a price target of $100.00 on the company.

Sanford C. Bernstein downgraded Syngenta AG (SYT) from a “market perform” rating to an “underperform” rating.

Maxim Group downgraded Wonder Auto Technology Inc (WATG) from a “buy” rating to a “hold” rating.

Craig Hallum downgraded WidePoint Co. (WYY) from a “buy” rating to an “accumulate” rating.

Ratings on (PANL) (PHG) (RAH) (ROSE) Downgraded

Ratings on Universal Display Co. (NASDAQ: PANL), Koninklijke Philips Electronics ADR (NYSE: PHG), Ralcorp Holdings, Inc. (NYSE: RAH) and Rosetta Resources Inc. (NASDAQ: ROSE) downgraded by analysts.

Canaccord Genuity downgraded Universal Display Co. (PANL) from a “buy” rating to a “hold” rating.

JPMorgan Chase & Co. (NYSE:JPM) downgraded Koninklijke Philips Electronics (PHG) to an “overweight” rating.

William Blair downgraded Ralcorp Holdings, Inc. (RAH) from an “outperform” rating to a “market perform” rating.

Imperial Capital downgraded Rosetta Resources Inc. (ROSE) to an “outperform” rating. They cited valuation as the catalyst behind their call.

All-Time Highs for (MD) (MO) (PMIC) (PNW) (RAH) Reached May 6

Mednax Inc (NYSE:MD), Altria Group (NYSE:MO), Penn Millers Holding (NASDAQ:PMIC), Pinnacle West Capital (NYSE:PNW) and Ralcorp Holdings (NYSE:RAH) all breached all-time highs on Friday, May 6.

Mednax Inc (MD) closed at $73.10, gaining $0.60, or 0.83 percent. They traded as high as $74.10 on the day.

Altria Group (MO) closed Friday at $26.96, rising $0.28, or 1.05 percent. They traded as high as $27.16 on the day.

Penn Millers Holding (PMIC) closed Friday at $17.33, climbing $0.51, or 3.03 percent. They traded as high as $17.55 on the day.

Pinnacle West Capital (PNW) closed at $44.15, up $0.31, or 0.71 percent. They traded as high as $44.48 on the day.

Ralcorp Holdings (RAH) closed at $90.34, gaining $0.14, or 0.16 percent. They traded as high as $90.78 on the day.

Ratings on (RAH) (SFD) (SMSI) (UN) Downgraded by Analysts

Analysts downgraded ratings on Ralcorp Holdings, Inc. (NYSE: RAH), Smithfield Foods, Inc. (NYSE: SFD), Smith Micro Software, Inc. (NASDAQ: SMSI) and Unilever (NYSE:UN) today.

SunTrust (NYSE:STI) downgraded Ralcorp Holdings, Inc. (RAH) from a “buy” rating to a “neutral” rating.

BB&T (NYSE:BBT) downgraded Smithfield Foods, Inc. (SFD) from a “buy” rating to a “hold” rating.

Canaccord Genuity downgraded Smith Micro Software, Inc. (SMSI) from a “buy” rating to a “hold” rating.

Credit Suisse (NYSE:CS) downgraded Unilever (NYSE:UN) from "neutral" to "underperform."

Ralcorp (RAH) Tells ConAgra (CAG) No Marriage

ConAgra Foods (NYSE:CAG) evidently is showing they want Ralcorp (NYSE:RAH) very badly, as for the second time within a couple of months they made a bid for the leading producer of private label foods, and for the second time were rejected.

ConAgra had offered $83 a share for the company in March, and today offered $86 a share.

Ralcorp (RAH) has grown pretty quickly, and now stands at a little under half the market cap of ConAgra. If ConAgra does want them before they become too big to digest, they will probably have to bring in offer in the $90 range or more to secure a deal.

Competitors Kraft (NYSE:KFT), General Mills (NYSE:GIS), and Kellogg (NYSE:K) were trading mixed today.

Ralcorp was trading at $89.53, gaining $2.14, or 2.45 percent, as of 10:44 AM EDT.

Price Targets on (NETL) (RAH) (RKT) (SLG) Updated

Price targets on NetLogic Microsystems, Inc. (NASDAQ: NETL), Ralcorp Holdings, Inc. (NYSE: RAH), Rock-Tenn Company (NYSE: RKT) and SL Green Realty Corp. (NYSE: SLG) were updated today by analysts.

Stifel Nicolaus raised their price target on NetLogic Microsystems, Inc. (NETL) from $42.00 to $47.00. They have a “buy” rating on the company.

Longbow Research raised their price target on Ralcorp Holdings, Inc. (RAH) from $89.00 to $98.00. They now have a “buy” rating on the company.

Longbow Research raised their price target on Rock-Tenn Company (RKT) from $83.00 to $85.00. They have a “buy” rating on the company.

Citigroup (NYSE:C) raised their price target on SL Green Realty Corp. (SLG) from $71.00 to $84.00. They have a “hold” rating on the company.

Ralcorp Holdings' (NYSE:RAH) Post Volume Down, EPS Estimates Lowered

Ralcorp Holdings Inc.'s (NYSE:RAH) Post volume will be down in the fiscal first quarter of the year, and will affect the full year EPS of the company.

Barclays says, "Recent scanner data showing Post volume declines certainly corroborate RAH's expectations for a weaker fiscal 1Q. Accordingly, we are lowering our overly aggressive F1Q and FY11 estimates, and now look for EPS of $1.32 and $5.40 (in-line with Consensus), respectively. Note our updated estimates assume only very slight core business growth in FY11...While implied value of Post or LBO analyses may limit the downside for RAH, here's what has to play out for the shares' discounted valuation to narrow, in our view."

Barclays maintains an "Overweight" rating on Ralcorp Holdings Inc. (RAH), which closed Tuesday at $62.53, up $0.50, or 0.81 percent. Barclays has a price target of $66 on Ralcorp.