As reported earlier, SunTrust analyst C. Patrick Scholes upgraded Marriott Vacations to Buy from Hold but lowered his price target to $143 from $149. The analyst says that the 10% stock pullback yesterday was the result of higher expectations for deal synergies, "arb" pressure, and sell-on-news factors, as well as limited management commentary regarding revenue synergies on its call. Scholes notes however that the positive story for this company, particularly its timeshare business, continues given its cross-marketing opportunities which are "difficult to quantify".