| The Deen's ListTM |
| A service of Deen Capital Management, Inc. (www.deencapital.com) |
| Vol.3 #251 |
Saturday, October 15, 2005 |
Please read carefully our disclaimers at the end of this newsletter.
Weekly Status Report: Contents
Year-To-Date Performance
Market Commentary
Open Positions
Stocks Sold Over Past 13 Weeks
Subscription Information
Privacy Policy
Disclaimers
Year-To-Date Performance
Year-To-Date as of October 14, 2005 |
| Deen Capital | -4.7% | * |
| S&P 500 | -2.1% |
* 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.
Market Commentary
Market Stance: BEARISH (since October 7, 2005)
The recent market downdraft continued last week, as earnings
disappointments and a higher-than-expected consumer price index added to
the already bearish climate created by rising interest rates and high
energy prices. The trend is clearly down.
A rally on Thursday and Friday did little to change that. Volume dried up
on the rally, which is characteristic of a bear market. The magnitude of
this day-and-a-half bounce was likewise anemic.
I see no sign of a bottom here, and cash remains the place to be. We
started out the week heavily in cash, and we ended the week even more
heavily in cash.
-KD, October 15, 2005
Open Positions
| Company Name |
Stock
Symbol |
Buy
Date |
NetBuy
Price* |
Current
Price |
Weeks
Held |
Gain
(Loss) |
| Comtech Telecomm. Corp. | CMTL | 09/22/05 | $40.73 | $39.74 | 3.1 | -2.4% |
| Ventiv Health Inc. | VTIV | 09/20/05 | $26.44 | $26.02 | 3.4 | -1.6% |
| Biovail Corp. | BVF | 09/09/05 | $22.24 | $22.82 | 5.0 | +2.6% |
| Tiffany & Co. | TIF | 08/31/05 | $37.40 | $38.88 | 6.3 | +4.0% |
| NVIDIA Corp. | NVDA | 08/30/05 | $30.01 | $32.03 | 6.4 | +6.7% | | Average | 4.9 | +1.9% |
* Net buy prices shown are the total net purchase cost after commissions for
all managed accounts divided by the total number of shares.
Stocks Sold Over Past 13 Weeks
| Company Name |
Stock
Symbol |
Buy
Date |
NetBuy
Price* |
Sell
Date |
NetSell
Price* |
Weeks
Held |
Gain
(Loss) |
| The Sportsman's Guide, Inc. | SGDE | 07/19/05 | $21.42 | 10/12/05 | $23.42 | 12.1 | +9.3% |
| Powerwave Technologies, Inc. | PWAV | 09/15/05 | $12.33 | 10/12/05 | $11.34 | 3.9 | -8.1% |
| Getty Images Inc. | GYI | 07/27/05 | $79.78 | 10/06/05 | $80.09 | 10.1 | +0.4% |
| Tidewater Inc. | TDW | 08/31/05 | $45.05 | 10/06/05 | $44.93 | 5.1 | -0.3% |
| PetMed Express Inc. | PETS | 09/01/05 | $10.47 | 10/06/05 | $10.57 | 5.0 | +0.9% |
| Petrohawk Energy Corp. | HAWK | 09/19/05 | $13.65 | 10/06/05 | $12.48 | 2.4 | -8.6% |
| Unit Corp. | UNT | 09/29/05 | $56.00 | 10/06/05 | $48.61 | 1.0 | -13.2% |
| Quanex Corp. | NX | 09/29/05 | $65.64 | 10/06/05 | $60.21 | 1.0 | -8.3% |
| Amgen Inc. | AMGN | 07/21/05 | $80.00 | 10/05/05 | $78.93 | 10.9 | -1.3% |
| Hologic Inc. | HOLX | 07/27/05 | $43.79 | 09/21/05 | $50.48 | 8.0 | +15.3% |
| ZYGO Corp. | ZIGO | 08/26/05 | $12.48 | 09/21/05 | $13.90 | 3.7 | +11.4% |
| Neoware Systems Inc. | NWRE | 09/02/05 | $13.14 | 09/21/05 | $15.08 | 2.7 | +14.8% |
| Psychiatric Solutions Inc. | PSYS | 09/06/05 | $49.51 | 09/21/05 | $51.43 | 2.1 | +3.9% |
| SFBC International Inc. | SFCC | 09/09/05 | $44.48 | 09/21/05 | $42.52 | 1.7 | -4.4% |
| NetEase.com Inc. | NTES | 08/04/05 | $74.35 | 09/20/05 | $79.08 | 6.7 | +6.4% |
| Martin Marietta Materials | MLM | 09/06/05 | $73.08 | 09/20/05 | $69.99 | 2.0 | -4.2% |
| Seacor Holdings Inc. | CKH | 08/10/05 | $70.36 | 09/16/05 | $66.99 | 5.3 | -4.8% |
| Genzyme Corp. | GENZ | 07/14/05 | $65.45 | 08/25/05 | $68.53 | 6.0 | +4.7% |
| Forward Industries Inc. | FORD | 07/25/05 | $23.66 | 08/24/05 | $23.84 | 4.3 | +0.8% |
| Lufkin Industries Inc. | LUFK | 07/11/05 | $41.45 | 08/17/05 | $43.12 | 5.3 | +4.0% |
| Headwaters Inc. | HW | 08/12/05 | $43.05 | 08/17/05 | $39.00 | 0.7 | -9.4% |
| Pioneer Natural Resources Co | PXD | 08/15/05 | $45.25 | 08/17/05 | $43.41 | 0.3 | -4.1% |
| Cascade Corp. | CAE | 06/16/05 | $42.82 | 08/11/05 | $41.81 | 8.0 | -2.4% |
| LKQ Corp. | LKQX | 05/17/05 | $22.66 | 08/10/05 | $27.91 | 12.1 | +23.1% |
| Best Buy Co. Inc. | BBY | 06/14/05 | $44.28 | 08/10/05 | $49.22 | 8.1 | +11.2% |
| Resources Connection, Inc. | RECN | 07/13/05 | $29.61 | 08/10/05 | $28.71 | 4.0 | -3.0% |
| SI International | SINT | 07/26/05 | $31.44 | 08/10/05 | $30.31 | 2.1 | -3.6% |
| Click Commerce Inc. | CKCM | 05/06/05 | $15.30 | 08/09/05 | $19.07 | 13.6 | +24.6% |
| Aldila Inc. | ALDA | 08/02/05 | $27.00 | 08/09/05 | $25.55 | 1.0 | -5.4% |
| Pharmaceutical Prod Dev | PPDI | 07/14/05 | $57.93 | 08/08/05 | $55.55 | 3.6 | -4.1% |
| Robert Half International | RHI | 07/25/05 | $33.82 | 08/08/05 | $32.62 | 2.0 | -3.5% |
| Genesis Microchip Inc. | GNSS | 07/25/05 | $25.30 | 08/08/05 | $24.02 | 2.0 | -5.1% |
| Jabil Circuit Inc. | JBL | 06/28/05 | $31.30 | 08/05/05 | $30.45 | 5.4 | -2.7% |
| American Home Mtg Inv Corp | AHM | 07/19/05 | $38.40 | 08/05/05 | $35.72 | 2.4 | -7.0% |
| MicroStrategy Inc. | MSTR | 07/29/05 | $79.11 | 08/05/05 | $74.31 | 1.0 | -6.1% |
| Quality Systems Inc. | QSII | 07/08/05 | $52.32 | 08/03/05 | $62.52 | 3.7 | +19.5% |
| Stanley Works | SWK | 07/19/05 | $50.78 | 08/01/05 | $48.48 | 1.9 | -4.5% |
| Grey Wolf Inc. | GW | 06/17/05 | $7.40 | 07/27/05 | $7.57 | 5.7 | +2.3% |
| Empire Resources | ERS | 06/29/05 | $9.96 | 07/22/05 | $11.19 | 3.3 | +12.4% |
| Epicor Software Corp. | EPIC | 07/20/05 | $15.99 | 07/22/05 | $14.61 | 0.3 | -8.6% |
| Superior Energy Svcs Inc. | SPN | 07/06/05 | $19.34 | 07/19/05 | $18.82 | 1.9 | -2.7% | | Average | 4.5 | +1.0% |
* Net buy (sell) prices shown are the total net purchase cost (proceeds) after
commissions for all managed accounts divided by the total number of shares.
The Gain(Loss) is therefore net after commissions.
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.
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Privacy Policy
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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.
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