Portfolio. Stakes overview

BCS (current result +9,58%) - we see what we wanted to see. BCS was really attractive and now we have $13.5bn deal to sell its Barclays Global Investors unit to BlackRock.
DW, USG, TECUA - nothing special we had on this stocks, sector.
VOXX - before this stock show its weakness but yesterday we had good report on retail sales. This catalyst pushed stock huge higher, but then we saw pullback. So nothing special now. Just holding short.
MSFT - having some talks about their search engine Bing which they started on 1st of June. Microsoft invested nearly 100mln in this project. Also have talks about their products. They will not sell their own fin program, will make own antivirus program. So with good balance sheet and strong fundametals this stock is on the move now.
IBM - feeling good. They improve their buisness activity now. Looking for oportunities deals. They opened a new center in China to drive the development of high tech railroads, builds networked security system in Chicago, takes social networking to its channel partners, etc.
SOHU - no changes. Exelent fundamentals.
ABFS, CNW, VMED, MHK - no changes.
ABX, NEM, HMY - we see a range this week in gold between 965$ and 945$. We assume gold prices falling in short term period. Our middle and long view is the same.
FWRD - we saw huge up on this due analyst upgraded by KeyBanc Capital Mkts. Bullshit :-) .
SPWRA - up move in oil prices helped this stock to go higher. But now we see nice resistance in oil. We shouldnt expect large up move in oil in short term as we think this growth explaining not by increasing demand on oil as commoditie but just as safe active, inflation hedge, etc.