The Deen's ListTM
A service of Deen Capital Management, Inc. (www.deencapital.com)
Vol.2 #272 Monday, November 22, 2004 11:29AM ET

Please read carefully our disclaimers at the end of this newsletter.

Market Stance: BULLISH (since August 18, 2004)

  Contents

Year-To-Date Performance
Sold Diodes Inc. (DIOD)
Sold F5 Networks Inc. (FFIV)
Sold Quiksilver Inc. (ZQK)
Open Positions
Subscription Information
Privacy Policy
Disclaimers

  Year-To-Date Performance

Year-To-Date as of November 19, 2004

Deen Capital-1.4%*
S&P 500+5.3%

* An average of managed accounts, net after commissions and fees. Individual account results may vary. See also www.deencapital.com/perform.htm. For information on managed accounts, see www.deencapital.com/mgdaccts.htm.

  Sold Diodes Inc. (DIOD)

Net sell price in managed accounts* $26.32
Date(s) bought Oct 19 2004
Net buy price in managed accounts* $25.65
Holding period 4.9 weeks
Gain/loss in managed accounts +2.6% (after commissions)

* The net buy (sell) price is the total net cost (proceeds) after commissions for all managed accounts divided by the total number of shares.

I sold DIOD today because:

- Of the last five days in which this stock had an increase in volume (versus the day before), all five were down days. This is a technical warning sign.

- The stock closed lower than it opened in eight of the past ten trading sessions. This is another technical warning sign.

- I went into today's trading session with an eye toward possibly doing some pre-emptive selling. I am worried about a possible market top, as I discussed in my weekly status report over the weekend.

-KD, November 22, 2004

  Sold F5 Networks Inc. (FFIV)

Net sell price in managed accounts* $39.90
Date(s) bought Oct 27 2004
Net buy price in managed accounts* $40.08
Holding period 3.7 weeks
Gain/loss in managed accounts -0.4% (after commissions)

* The net buy (sell) price is the total net cost (proceeds) after commissions for all managed accounts divided by the total number of shares.

I sold FFIV today because:

- This stock is trading below its 20-day moving average today, for the first time since August. This is a minor technical warning sign.

- I went into today's trading session with an eye toward possibly doing some pre-emptive selling. I am worried about a possible market top, as I discussed in my weekly status report over the weekend.

-KD, November 22, 2004

  Sold Quiksilver Inc. (ZQK)

Net sell price in managed accounts* $28.62
Date(s) bought Sep 13 2004
Net buy price in managed accounts* $25.73
Holding period 10.0 weeks
Gain/loss in managed accounts +11.2% (after commissions)

* The net buy (sell) price is the total net cost (proceeds) after commissions for all managed accounts divided by the total number of shares.

I sold ZQK today because:

- This stock had a big up day on very heavy volume last Wednesday, which carried the stock to yet another in a series of all-time highs. And yet, I notice that the stock closed that day 38c below its opening price. This, plus the fact that the price has been falling since then, suggests a possible top.

- I went into today's trading session with an eye toward possibly doing some pre-emptive selling. I am worried about a possible market top, as I discussed in my weekly status report over the weekend.

-KD, November 22, 2004

  Open Positions

Company Name Stock
Symbol
Buy
Date
NetBuy
Price*
Current
Price**
Weeks
Held
Gain
(Loss)
Innovative SolutionsISSC11/18/04$29.02$27.190.6-6.3%
Infocrossing Inc.IFOX11/17/04$15.05$15.020.7-0.2%
NCI Building Systems Inc.NCS11/16/04$34.72$34.890.9+0.5%
Navarre Corp.NAVR11/12/04$16.26$16.971.4+4.3%
Rofin-Sinar Tech Inc.RSTI11/10/04$37.22$34.721.7-6.7%
Littelfuse Inc.LFUS11/08/04$38.19$39.312.0+2.9%
NETGEAR, Inc.NTGR11/03/04$13.68$15.622.7+14.1%
Nanometrics Inc.NANO11/02/04$14.71$15.692.9+6.6%
MicroStrategy Inc.MSTR10/27/04$63.30$63.703.7+0.6%
Monarch Casino & ResortMCRI10/27/04$27.11$34.173.7+26.0%
LCA Vision Inc.LCAV10/26/04$27.58$32.553.9+18.0%
Sigmatel Inc.SGTL10/21/04$28.28$31.584.6+11.7%
M.D.C. Holdings Inc.MDC10/12/04$72.28$76.345.9+5.6%
Charles River Assoc Inc.CRAI09/30/04$38.19$42.407.6+11.0%
Digital River Inc.DRIV09/13/04$27.42$36.7510.0+34.0%
Average3.5+8.2%

* Net buy prices shown are the total net purchase cost after commissions for all managed accounts divided by the total number of shares.

** Current prices are at least 20 minutes old.

  Subscription Information

Welcome to The Deen's ListTM, an e-mail stock newsletter from Deen Capital Management, Inc.

My intention is to inform you as quickly as is practical regarding my stock market moves. When I buy or sell a stock, first I take care of client accounts, then I buy/sell for my personal account(s), and then, third, I send out this newsletter.

Your feedback is welcome. Send e-mail to deenslist@deencapital.com. To subscribe or unsubscribe, include the word "subscribe" or "unsubscribe" in the Subject line.

This newsletter is free to managed account clients. For a limited time, it is also free to all interested parties.

  Privacy Policy

Your personal information, including your e-mail address, will be held in strict confidence by Deen Capital Management, Inc. We will not share it with or sell it to others.

  Disclaimers

All stocks discussed in The Deen's ListTM involve a high degree of risk. It should not be assumed that any stock discussed in The Deen's ListTM or purchased by Deen Capital Management, Inc. will be profitable.

Past performance is not necessarily indicative of future results.

The information contained herein has been compiled from sources deemed to be reliable; however, we are not responsible for its accuracy or completeness.

 

Ken Deen
Deen Capital Management, Inc.
PO Box 30925
Santa Barbara, CA 93130
(805) 682-1870
deenslist@deencapital.com

Copyright © 2004 Deen Capital Management, Inc.