China Green Agriculture (CGA) is an innovative agricultural company that helps farmers grow more crops without hurting the environment. The "green" fertilizer market in China is booming right now due to the fact that the country's population continues to grow alongside its economy. This means that more arable land is needed in the coming years to ensure that there's enough food available to sustain China's growing middle class.

CGA is a small foreign company without much of an analyst following, but you don't need estimates to see how great this pick is.

The market's rebound after a rough start to February has proven that this bull market still has some legs. But I must warn you that not all stocks are set to share in the profits.

The bearish analysts like to hold up the trouble for a few big-name blue chips as a sign that market is doomed -- but don't believe it. These naysayers who focus on the short-lived dips or handful of problem companies forget this is a market of stocks and not just a stock market.

The fact is that there are a lot of smaller companies that are thriving right now even if the 30 components of the Dow are struggling.

Analyst upgrades:

• Credit Suisse upgraded Motorola (NYSE: MOT) to Outperform from Neutral after the close Monday. The firm believes Motorola's devices segment will approach breakeven in 2010 while operating margins in nonhandset segments will expand, and that a break-up story will reemerge. Credit Suisse raised its target on shares to $9.50 from $7.
• UBS upgraded BHP Billiton (NYSE: BHP) to Buy from Neutral. The firm cites BHP's leverage to iron ore, coking coal, copper, and oil for its upgrade after raising its commodity price forecasts.
• Merriman upgraded Walter Energy (NYSE: WLT) to Buy from Neutral to reflect higher met coal price forecasts. The firm believes Chinese demand is strong and has a target range of $66-$72 on the stock.
• Intersil (NASDAQ: ISIL) was upgraded to Outperform from Perform at Oppenheimer.
• Coach (NYSE: COH) was upgraded to Buy from Neutral at BofA/Merrill.
• Lockheed Martin (NYSE: LMT) was upgraded to Buy from Hold at Citigroup.

With the Shanghai index plunging 20.6% last week, some China small-cap stocks are now trading at attractive valuations. One of my favorites is China Green Agriculture (AMEX: CGA).

China Green Agriculture is fertilizer company based in Xian, China that has been on the rise. Shares are up 286% year-to-date as investors gobbled up the stock. The most recent financial results, released in May, showed a 99% increase in revenues, and a similarly impressive 133% increase in net income.

MAJOR PAPERS:

• A full page advertisement by CVS Corporation (NYSE: CVS) in this morning's Wall Street Journal (subscription required) warned Caremark Rx Inc (NYSE: CMX) shareholders that their "[investments] would be at risk" under Express Scripts' (NASDAQ: ESRX) proposal and recommended the CVS/Caremark merger. Also in the Journal:
• Investors at Clear Channel Communications Inc (NYSE: CCU) believe they are being short changed and have started a showdown with private equity buyers.
• The NYSE Group Inc (NYSE: NYX) and the Tokyo Stock Exchange are expected to announce an alliance.
• US Airways Group (NYSE: LCC) may increase its offer for Delta Air Lines (OTC: DALRQ).
• The Financial Times (subscription required) featured articles on News Corporation (NYSE: NWS) and Corus Group ADS (NYSE: CGA).
• News Corp's MySpace is close to launching local versions in Canada and Mexico.
• Tata Steel is expected to top CSN's offer for Corus Group at a takeover auction on Tuesday.

OTHER PAPERS:

• USA Today wrote that two years ago, Verizon Communications' (NYSE: VZ) Verizon Wireless turned down the opportunity to be the exclusive distributor of the iPhone in the U.S. because of Apple Inc's (NASDAQ: AAPL) financial terms and other demands.
• Investor's Business Daily's "New America" column mentioned Universal Stainless & Alloy Products (NASDAQ: USAP) positively, writing that Universal is looking to expand abraod with little foreign competition. The specialty steel products company focuses on the aerospace and power industries and named Boeing Company (NYSE: BA) as a key customer.

MAJOR PAPERS:

• The Wall Street Journal (subscription required) touched on the effect of the iPhone on Research in Motion's (NASDAQ: RIMM) business and also warned of more trouble at Ford Motor (NYSE: F) with the United Auto Workers union.
• The "Heard on the Street" column recommended investors not "hang up" on Research in Motion's shares because of Apple Inc's (NASDAQ: AAPL) upcoming iPhone.
  
• A plan by Ford to offer bonuses to a significant portion of its white-collar workers may upset UAW talks.
• The Financial Times (subscription required) featured articles on Corus Group (NYSE: CGA) and Barclays plc ADS (NYSE: BCS).
• A Front Page article said an iron ore dispute involving Companhia Vale do Rio Duce may threaten CSN's bid $11.2B bid for Corus Group.
• Barclays is "poaching" Citigroup (NYSE: C) executives. The latest deserter is Todd Gravino, who will become Barclays CFO of global retail and commercial banking.

OTHER PAPERS:

• The U.K. Times wrote that AstraZeneca ADS (NYSE: AZN) doubled its M&A team to seek out targets to help rebuild its weak pipeline of new drugs.
• The Washington Post wrote that Lockheed-Martin Corporation (NYSE: LMT) was chosen for an identity card contract worth an estimated $70M.

MAJOR PAPERS:

• The Wall Street Journal (subscription required)
• Google (NASDAQ: GOOG) may be in talks to acquire the in-game advertising company AdScape Media.
• Home Depot (NYSE: HD) directors are expected to meet with activist investor Ralph Whitworth, who wants the company to spin-off its lower margin supply business to better concentrate on its main stores.
• Sun Microsystems (NASDAQ: SUNW) is expected to announce an agreement with Intel (NASDAQ: INTC) that would involve Sun buying Intel chips for its server systems.
• Barron's Magazine (subscription required)
• Shares of Under Armour (NASDAQ: UARM) may be set to take a tumble and some only believe shares should be trading no higher than $40.
• Shares of Alcoa (NYSE: AA) may be set for another run and John Buckingham of Al Frank Asset Management would buy shares up to $32.41.
• The "Technology Trader" says it may be too early to walk away from shares of Cisco (NASDAQ: CSCO).
• The Financial Times (subscription required) reported that a private equity consortium may be after Dow Chemical (NYSE: DOW).

OTHER PAPERS:

• The U.K. Times reported that Tata Steel and CSN are both expected to raise their bid for Corus (NYSE: CGA).
  
• The Telegraph reported that BP's (NYSE: BP) exiting CEO Browne, dreamed of merging with Shell (NYSE: RDS.A).