Dollar General took a bit of a dive this morning after Cleveland Research analyst Jeff Stinson said the retailer's sales growth moderated in June after a strong May. After initially losing some 5 percent of their value, the company shares (Ticker: DG) recovered a bit and were down about 3 percent at just below $51 in mid-morning action. Stinson's note came a day after FBR Capital Markets analyst Dutch Fox hiked his price target for Dollar General to $61 from $53.

Richard Close at Avondale Partners has raised his price target on HealthStream to $25 from $22. Shares of the Nashville-based health education provider (Ticker: HSTM) soared 14 percent Tuesday after the company reported strong top-line growth. That type of performance, Close wrote this morning, appears to be growing in importance for investors: "We believe there remains revenue upside potential in 2H12 although EPS upside may be limited due to investments in growth that management continues to stress. Given that investors are searching for growth, HSTM shares may continue to perform well."