upgrades KIM/PAY/KEX & downgrades CPT/DFT/FPO/LHO/NLY/O/SPG/WRI Key Research: Baird upgrades UA & downgrades WWW, Piper downgrades ZUMZ & upgrades AEO/SQNM, Macquarie downgrades EXC/PCG Key Research: JPM downgrades HOLX/PCAR/AMT/NAV & upgrades OSK/TEX/CSCO/VAR/EW, KBW initiates MN (mp) & upgrades PACW