The Deen's ListTM
A service of Deen Capital Management, Inc. (www.deencapital.com)
Vol.3 #266 Tuesday, November 1, 2005 1:13AM 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

My indicators, which were overall neutral (but improving) at the end of last week, took a sharp turn in the bullish direction today, as the market rallied strongly on an uptick in volume.

My Performance-of-Recent-Stock-Picks Index improved from +1.7 to +4.4 (bearish to neutral, scale -10 to +10), and the percentage of stocks trading above their 50-day moving average improved from 36% to 44%. By my reckoning, that's a shift from neutral to bullish.

Near-term oil futures closed below $60 a barrel for the first time since July, which didn't hurt.

This could be the start of a strong year-end rally.

-KD, October 31, 2005

  Year-To-Date Performance

Year-To-Date as of October 28, 2005

Deen Capital-6.8%*
S&P 500-1.1%

* 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.

  Open Positions

Company Name Stock
Symbol
Buy
Date
NetBuy
Price*
Current
Price
Weeks
Held
Gain
(Loss)
WESCO International Inc.WCC10/31/05$40.02$39.750.0-0.7%
United Therapeutics Corp.UTHR10/31/05$72.07$73.860.0+2.5%
Orckit Communication Ltd.ORCT10/31/05$21.38$21.390.0+0.0%
LCA Vision Inc.LCAV10/31/05$42.34$41.910.0-1.0%
Thomas & Betts Corp.TNB10/26/05$37.97$38.920.7+2.5%
Encore Wire Corp.WIRE10/25/05$22.14$21.570.9-2.6%
Oxford Industries Inc.OXM10/24/05$52.56$49.251.0-6.3%
Cohu Inc.COHU10/21/05$23.71$23.081.4-2.6%
Standard Microsystems Corp.SMSC10/20/05$28.30$28.271.6-0.1%
Citrix Systems Inc.CTXS10/20/05$26.35$27.521.6+4.5%
ICU Medical Inc.ICUI10/19/05$32.75$34.911.7+6.6%
Biovail Corp.BVF09/09/05$22.24$21.797.4-2.0%
Tiffany & Co.TIF08/31/05$37.40$39.408.7+5.4%
Average1.9+0.5%

* 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.