Activision (ATVI +3.7%) outperforms following an upgrade to Overweight from Piper, which is encouraged by a fall game lineup that includes refreshes for the Skylanders, World of Warcraft, and Call of Duty franchises. The firm also thinks Activision has "out-executed peers" as of late, and argues shares are primed to break out of a trading range that dates back to '09. (Vivendi sale efforts)