Analyst Upgrades

• Yingli Green (YGE) to outperform from market perform at Wells Fargo.
• National Semiconductor (NSM) to outperform from market perform at FBR Capital.
• DuPont (DD) to buy from hold at Citigroup.
• Blackboard (BBBB) to overweight from neutral at JPMorgan.
• Kindred Healthcare (KND) to buy from hold at Jefferies.
• Peabody Energy (BTU) to outperform from market perform at BMO Capital.
• Savvis (SVVS) to buy from neutral and InterActiveCorp (IACI) to neutral from underperform at BofA/Merrill.

"As soon as it is possible to do so, several North American companies are likely to move quickly to enter Cuba, the greatest untapped opportunity remaining in the western hemisphere," says Jim Powell.

Here, the editor of Global Changes & Opportunities looks at what he believes are the best investment opportunities for investing in Cuba, should such a change occur.

"In August, Raul Castro announced that 500,000 public workers in Cuba will be laid off and will need to find jobs in newly-legalized small private enterprises.

Cosan (NYSE: CZZ), an ethanol and sugar company, closed at $7.99. Sugar prices are near a 28-year high. CZZ call option volume of 2,974 contracts compares to put volume of 274 contracts. CZZ September option implied volatility is at 82, December is at 77; below its 26-week average of 98, according to Track Data, suggesting decreasing price movement.

Imperial Sugar (NASDAQ: IPSU) closed at $14.60. IPSU September option implied volatility is at 65, October is at 64 and January is at 61; below its 26-week average of 70, according to Track Data, suggesting decreasing price movement.

Option Update is provided by Stock Specialist Paul Foster of theflyonthewall.com