The Deen's ListTM
A service of Deen Capital Management, Inc. (www.deencapital.com)
Vol.3 #250 Wednesday, October 12, 2005 3:59PM ET

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

Market Stance: BEARISH (since October 7, 2005)

  Contents

Year-To-Date Performance
Sold The Sportsman's Guide, Inc. (SGDE)
Open Positions
Subscription Information
Privacy Policy
Disclaimers

  Year-To-Date Performance

Year-To-Date as of October 11, 2005

Deen Capital-4.0%*
S&P 500-2.2%

* 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 The Sportsman's Guide, Inc. (SGDE)

Net sell price in managed accounts* $23.42
Date(s) bought Jul 19 2005
Net buy price in managed accounts* $21.42
Holding period 12.1 weeks
Gain/loss in managed accounts +9.3% (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.

This stock is having an alarming day. It's down 10% so far today on heavy volume. I do not see any reason for this, but the tone of the whole market is growing worse and worse. I am choosing to cash in on this winner rather than risk giving back any more of our gain.

-KD, October 12, 2005

  Open Positions

Company Name Stock
Symbol
Buy
Date
NetBuy
Price*
Current
Price**
Weeks
Held
Gain
(Loss)
Comtech Telecomm. Corp.CMTL09/22/05$40.73$39.312.9-3.5%
Ventiv Health Inc.VTIV09/20/05$26.44$26.483.1+0.2%
Biovail Corp.BVF09/09/05$22.24$22.314.7+0.3%
Tiffany & Co.TIF08/31/05$37.40$39.026.0+4.3%
NVIDIA Corp.NVDA08/30/05$30.01$32.046.1+6.8%
Average4.6+1.6%

* 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 © 2005 Deen Capital Management, Inc.