• BP BP is reportedly in talks to sell up to $12 billion in assets
• Weyerhaeuser WY declared a special $5.6 billion dividend, tied to its REIT conversion
• AON AON plans to purchase Hewitt HEW for $4.9 billion, or $50.00 per share in cash
• Goldman Sachs GS added Northrop Grumman NOC to its Conviction Sell List, reducing its price target from $52 to $48
• Wells Fargo WFC downgraded Marriott International MAR from "outperform" to "market perform," and reduced the price target from a range of $37-$39 to $32
• Marriott is due to release second quarter results on Wednesday
• Goldman Sachs GS added Lorillard LO to its Conviction Buy List, with a price target of $96
• JMS upgraded Microsoft MSFT from "neutral" to "buy" with a price target of $30
• Needham upgraded Yahoo YHOO from "hold" to "buy," with a price target of $20
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