Tyson Foods' (TSN) stock has meandered since first recommended on May 11, 2009 at a price of $12.35, but I'm sticking with the stock. Here's why:

First, Tyson has the product diversity to adjust to increasingly demanding, educated U.S. consumers, who may, for example, favor chicken over pork one month, then do an end-run and return to red meat when steak prices drop.

Bright and early on this fine Wednesday morning, JPMorgan downgraded Tyson Foods (TSN) to Neutral from Overweight. The brokerage gave four reasons for the downgrade: valuation, recent rises in corn and hog prices, a looming supply increase from competitor Sanderson Farms (SAFM), and uncertainty from Pilgrim's Pride.

All of these reasons are perfectly valid for the downgrade, but I want to focus on the valuation aspect of the downgrade. Technically, TSN faces overhead resistance in the $14 region, which is significant as the shares are currently ascending through the upper $12 region. The $14 level spurned the shares earlier this year, sending them into a steady decline back to support at the $11 region.

Pigs at the Minnesota state fair have tested positive for the H1N1 "swine" flu virus in preliminary tests.

Confirmation tests are pending, but this could be bad news and cause panic within the pork industry. Pork belly futures and companies like Smithfield Foods (NYSE: SFD), Tyson (NYSE: TSN), and Hormel (NYSE: HRL) are a few that could be affected.

Even though eating properly handled and cooked pork products is safe, some Americans and international consumers will still avoid pork, due to the H1N1 flu.

That would typically hurt protein food producers, but Tyson Foods (NYSE: TSN) has alternatives, namely chicken, which is a major reason I'm reiterating my Buy rating for Tyson Foods, first recommended on May 11, 2009, at a price of $12.35.

Here are some highlights from last week's earnings coverage from BloggingStocks:

• Activision Blizzard Inc. (NASDAQ: ATVI) reported better-than-expected Q2 results, sending shares higher.
• Blackstone Group (NYSE: BX) said it swung to a Q2 profit despite a dearth of leveraged buyouts.
• CBS Corp. (NYSE: CBS) Q2 earnings declined but still topped estimates, sending shares higher.
• Coinstar Inc. (NASDAQ: CSTR) reported stellar Q2 results driven by its the popularity of RedBox.
• Clorox Co. (NYSE: CLX) posted solid Q4 earnings but said revenues were flat due to currency effects.
• Duke Energy Corp. (NYSE: DUK) lower Q2 earnings beat expectations by a penny but revenue fell short.

Tyson Foods (NYSE: TSN) really improved its fortunes in Q3. Last year at this time, Tyson earned 3 cents per share. This year, the food company, famous for its chicken brand, made 35 cents per share. Sales actually dipped a little under 3%, but management is diligently fighting the good fight when it comes to efficiencies. Both costs of sales and selling, general and administrative expenses went down.

According to Bloomberg, the adjusted income of 33 cents per share simply blazed past Wall Street's expectations. The call was for 22 cents per share. You've got to like that. Higher prices for poultry helped the quarter.

Analyst upgrades:

• Citigroup upgraded Allergan (NYSE: AGN) to Buy from Hold to reflect increased estimates for Botox and its belief Latisse guidance looks conservative. The firm raised its target on shares to $57 from $45.
  
• Jefferies upgraded Texas Instruments (TXN) to Hold from Underperform after channel checks indicated business is strengthening. Jefferies believes Texas Instruments' September quarter guidance will come in better than expected and raised its target on shares to 23 from $16.
  
• FBR Capital upgraded Peabody Energy (BTU) to Outperform from Market Perform to reflect "strong" long-term steel and steam demand trends from China and India. The firm raised its target on shares to $44 from $36.
  
• Elan Corp (ELN) was upgraded to Buy from Neutral at UBS.
  
• Affymetrix (AFFX) was upgraded to Equal Weight from Underweight at Morgan Stanley.
  
• ASML Holding (ASML) was upgraded to Buy from Neutral at BofA/Merrill.

Beef, chicken, and pork producer Tyson Foods (NYSE: TSN) has accelerated nicely out of 'the danger zone' – the $10 price level – only to be confronted with another potential hurdle -- a change in consumer food preferences, due the H1N1 flu.

And one must underscore "potential" because while Tyson's food is safe, pork sales will still likely fall, due to customers switching out of pork.

Here are some highlights from this past week's earnings coverage from BloggingStocks:

• Alcatel-Lucent (NYSE: ALU) shares rose even though it reported a wider loss for the quarter.
• American Express Co. (NYSE: AXP) posted better-than-expected Q1 results but warned of challenges.
• Blackstone Group (NYSE: BX) reported a net loss and slumping revenues for the first quarter.
• Center Financial Corp. (NASDAQ: CLFC) was downgraded following its Q1 earnings report.
• Cisco Systems Inc. (NASDAQ: CSCO) posted lower Q3 earnings that still topped analysts estimates.

Tyson Foods (NYSE: TSN) is up 9% in early afternoon trading as I write this. The company's second-quarter earnings release is driving the buying. According to this article, Tyson reported an adjusted loss of $0.05 per share. The market was expecting a loss of $0.06 per share. So I guess the market was pretty happy about that.

Wall Street was probably encouraged by something else as well. If you take a look at the actual release, head on down to the statement of cash flows. Last year at this time, Tyson generated $144 million in cash from operations during the six-month period. This year, the company made $407 million from operations. Some nice changes in working capital helped out.

I remember Toronto during SARS. As one of the harder hit areas, it was not a happy place. It was the end of winter, but that miserable, cold winter just didn't want to end. People walked the streets in a gloomy haze, afraid to take the subway and giving dirty looks to anyone brazen enough to cough in public. Worse, I couldn't even visit a friend in the hospital. All things considered though, in global pandemic terms, it was over relatively quickly. Let's hope swine flu will be the same.

In the meantime, let's put on our investors hats and see what's in store for some stocks:

Travel and tourist stocks
This is one of the worst hit areas, especially airlines, as people may cancel their travel plans. For example, AMR Corp. (NYSE: AMR) traded over 9 percent lower an hour after the open. Royal Caribbean Cruises (NYSE: RCL) was down over 15 percent. In fact UBS downgraded these airlines and hotels this morning: AMR, Continental Airlines (NYSE: CAL), Host Hotels and Resorts (NYSE: HST), Lasalle Hotel Properties (NYSE: LHO), Marriott (NYSE: MAR), United Airlines (NASDAQ: UAUA), US Airways (NYSE: LCC). Carnival Cruise Lines (NYSE: CCL) also declined considerably. Best to stay away from the sector.

Tyson Foods (NYSE: TSN) announced today that it will close its Ponca City, Oklahoma processed meats plant and shift its production to other company facilities. The poultry peddler announced this move as part of its continued attempts to improve its operating efficiency.

Reportedly, Tyson will attempt to find a buyer for the plant -- as it has been in contact with other companies but no sale has been completed.

Here are some highlights from this past week's earnings coverage from BloggingStocks:

• Amazon.com Inc. (NASDAQ: AMZN) shares surged after earnings easily topped Q4 expectations.
• AT&T Inc. (NYSE: T) reported that its Q4 earnings fell while its revenue rose marginally.
• Boeing Co. (NYSE: BA) posted a big loss and lower revenue due to strikes and design changes.
• Caterpillar Inc. (NYSE: CAT) reported that Q4 profit fell despite higher revenue and lowered its guidance.
• Danaher Corp. (NYSE: DHR) lower Q4 profit topped analysts' estimates, sending shares higher.
• Eastman Kodak Co. (NYSE: EK) reported a Q4 net loss and announced additional job cuts.

Here's a quick look at some of Monday's earnings results:

Netflix Inc.'s (NASDAQ: NFLX) fourth-quarter earnings jumped 45% percent to nearly $23 million, or 38 cents per share, which surpassed analysts' estimates. Revenue in the period rose 19% to $360 million. The company ended 2008 with 9.4 million subscribers, a gain of 718,000 customers from the end of September. Shares fell $0.29, less than 1% Monday.

Amgen Inc.'s (NASDAQ: AMGN) fourth-quarter profit grew 15% percent to $961 million, or 91 cents per share, mostly due to lower expenses. Revenue was $3.75 billion about the same as last year. Results included $60 million in restructuring costs a year ago. Shares rose $1.22, or 2.3%, but fell in after-hours trading.

TheStreet.com's Jim Cramer says companies saddled with high debt loads can be found in every sector in every business.

Overleveraged. Too much debt. Need to pay down debt. How many times have you read that story?

You read it so much because it plays out every day and plays havoc with stock picking almost every time you see a savory stock down on its luck.

This weekend, as I went through the charts, I was amazed at how low some stocks have gone, stocks that I would normally say to just take a flyer on, but turn out to have so much debt, short- and long-term, that they are just too dangerous.

Consider these perhaps poisonous morsels: