Analyst Upgrades

• SINA (SINA) to overweight from neutral at Piper Jaffray.
• Texas Instruments (TXN), ON Semiconductor (ONNN), Xilinx (XLNX) and Valassis (VCI) to overweight from neutral at JPMorgan.
• Salesforce.com (CRM) to buy from hold at Canaccord.
• Peet's Coffee (PEET) to buy from neutral at Janney Capital.
• Invesco Mortgage (IVR) to overweight from equal weight at Barclays.
• BTU International (BTUI) to buy from hold at Wunderlich.
• Coca-Cola Femsa (KOF) to overweight from neutral at HSBC.
• Chipotle (CMG) to market perform from underperform at Morgan Keegan.

Analyst Upgrades

• Janney Montgomery upgraded Microsoft (MSFT) to buy from neutral with a $30 price target, citing valuation and expectations for strong Q4 results.
• UBS upgraded SanDisk (SNDK) to buy from neutral based on favorable pricing and mobile design win momentum. The firm raised its target to $55 from $46.
• BMO Capital upgraded Medtronic (MDT) to outperform from market perform based on valuation and its product pipeline. The firm has a $48 price target on the stock.
• Lorillard (LO) and Qualcomm (QCOM) were upgraded to conviction buy from buy at Goldman.
• Monsanto (MON) was upgraded to buy from hold at Citigroup.
• FedEx (FDX) was upgraded to buy from hold at BB&T.

Clear, the FAA-approved E-Z pass-like program for air travelers that allows them to bypass the screening and feel-up process, is preparing to launch its first marketing campaign.

Procter & Gamble (NYSE:PG) has assembled a sketch-comedy cast to prep a pilot for a television show that will promote its products. If it works, the advertainment could be picked up by a cable network.

Honda (NYSE:HMC) is hot to move beyond its dominance of boomer buyers to reach Gen-Xers. The median age of Accord buyers is 54, and the company hopes to pull in a younger skew for the redesigned Accord. Watch the ads for more flash and contemporary music.

The Admarket index of the top 50 marketer, media and agency companies is down 4.3% from its 52-week high. Biggest losers are Valassis (NYSE:VCI) (-54%), McClatchy Co. (NYSE:MNI) (-49.9%) and ValueClick (NASDAQ:VCLK) (-41.3%).

Toyota (NYSE:TM) is leveraging its heightened NASCAR involvement (Joe Gibbs' team- he'll get 'er done!) with a new ad campaign. The company hopes to convince this country's car buyers that Toyota is an American brand.