The Deen's ListTM
A service of Deen Capital Management, Inc. (www.deencapital.com)
Vol.3 #225 Tuesday, September 6, 2005 9:51PM ET

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

  Contents

Market Timing Alert: BULLISH
Year-To-Date Performance
Open Positions
Subscription Information
Privacy Policy
Disclaimers

  Market Timing Alert: BULLISH

Today was a solid, decisive up day. My three primary technical indicators are now decidedly bullish overall. Last Friday, they were neutral overall.

My NASDAQ Timing Model (Ver.10q) remains on its July 8 bullish signal. This has not changed.

My Performance-of-Recent-Stock-Picks Index has improved from +3.6 on Friday to +5.9 today (scale -10 to +10). This is a change from neutral on Friday to bullish today. You can also see that my stock picks are performing well by glancing at the table of open positions (below).

The percentage of stocks trading above their 50-day moving average has improved from 54% on Friday to 61% today. This, by my reckoning (based on the recent trend direction of this metric), represents a change from bearish to neutral.

So, with two votes bullish and one neutral, I feel compelled to turn bullish. And, with my two buys earlier today, managed accounts are now more volatile, statistically, than the S&P 500. This is as it should be when the market is moving generally higher.

-KD, September 6, 2005

  Year-To-Date Performance

Year-To-Date as of September 2, 2005

Deen Capital-3.7%*
S&P 500+0.5%

* 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.

  Open Positions

Company Name Stock
Symbol
Buy
Date
NetBuy
Price*
Current
Price
Weeks
Held
Gain
(Loss)
Psychiatric Solutions Inc.PSYS09/06/05$49.51$49.870.0+0.7%
Martin Marietta MaterialsMLM09/06/05$73.08$72.900.0-0.2%
Neoware Systems Inc.NWRE09/02/05$13.14$14.840.6+12.9%
PetMed Express Inc.PETS09/01/05$10.47$10.890.7+4.0%
Tiffany & Co.TIF08/31/05$37.40$38.590.9+3.2%
Tidewater Inc.TDW08/31/05$45.05$44.640.9-0.9%
NVIDIA Corp.NVDA08/30/05$30.01$30.441.0+1.4%
ZYGO Corp.ZIGO08/26/05$12.48$12.841.6+2.9%
Seacor Holdings Inc.CKH08/10/05$70.36$69.353.9-1.4%
NetEase.com Inc.NTES08/04/05$74.35$72.604.7-2.4%
Hologic Inc.HOLX07/27/05$43.79$48.675.9+11.1%
Getty Images Inc.GYI07/27/05$79.78$84.955.9+6.5%
Amgen Inc.AMGN07/21/05$80.00$82.386.7+3.0%
The Sportsman's Guide, Inc.SGDE07/19/05$21.42$26.227.0+22.4%
Average2.8+4.5%

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

  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 © 2005 Deen Capital Management, Inc.