The Deen's List Vol.3 #274

The Deen's List^TM

A service of Deen Capital Management, Inc. (www.deencapital.com)

Vol.3 #274 Tuesday, November 8, 2005 11:30PM ET

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

Market Stance: BULLISH (since October 31, 2005)

Contents

Year-To-Date Performance
Sold Tiffany & Co. (TIF)
Open Positions
Subscription Information
Privacy Policy
Disclaimers

Year-To-Date Performance

Year-To-Date as of November 7, 2005
Deen Capital	-2.5%	*
S&P 500	+0.9%

* 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 Tiffany & Co. (TIF)

Net sell price in managed accounts* $40.85

Date(s) bought Aug 31 2005

Net buy price in managed accounts* $37.39

Holding period 9.9 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.

The stock hit an 18-month high today, then retreated. This, on the heels of a 4-day winning streak, looks suspiciously like a short-term peak. Also, the company is scheduled to report earnings news in a few days.

I am inclined these days to avoid holding a stock through earnings news. Sure, there is big upside potential. But there is equally big downside risk. Earnings-news day, for any stock, tends to be more volatile than a typical day. We have plenty of risk presently built-in to our now heavily invested portfolio. We don't need to take on more.

-KD, November 8, 2005

Open Positions

Company Name Stock
Symbol Buy
Date NetBuy
Price* Current
Price Weeks
Held Gain
(Loss)

Multi-Fineline Electronix MFLX 11/07/05 $34.16 $33.24 0.1 -2.7%

PW Eagle Inc. PWEI 11/04/05 $11.08 $12.30 0.6 +11.0%

Black Box Corp. BBOX 11/04/05 $43.94 $45.18 0.6 +2.8%

LoJack Corp. LOJN 11/03/05 $23.83 $23.30 0.7 -2.2%

RADVision Ltd. RVSN 11/01/05 $15.25 $15.76 1.0 +3.3%

Intevac Inc. IVAC 11/01/05 $11.36 $12.19 1.0 +7.3%

WESCO International Inc. WCC 10/31/05 $40.02 $41.00 1.1 +2.5%

United Therapeutics Corp. UTHR 10/31/05 $72.07 $76.26 1.1 +5.8%

Orckit Communication Ltd. ORCT 10/31/05 $21.38 $21.02 1.1 -1.7%

LCA Vision Inc. LCAV 10/31/05 $42.34 $43.99 1.1 +3.9%

Thomas & Betts Corp. TNB 10/26/05 $37.97 $38.53 1.9 +1.5%

Encore Wire Corp. WIRE 10/25/05 $22.14 $22.85 2.0 +3.2%

Oxford Industries Inc. OXM 10/24/05 $52.56 $51.50 2.1 -2.0%

Cohu Inc. COHU 10/21/05 $23.71 $25.28 2.6 +6.6%

Standard Microsystems Corp. SMSC 10/20/05 $28.30 $28.66 2.7 +1.3%

Citrix Systems Inc. CTXS 10/20/05 $26.35 $27.46 2.7 +4.2%

ICU Medical Inc. ICUI 10/19/05 $32.75 $34.63 2.9 +5.7%

Biovail Corp. BVF 09/09/05 $22.24 $25.52 8.6 +14.7%
Average 1.9 +3.6%

* 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 List^TM, 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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Disclaimers

All stocks discussed in The Deen's List^TM involve a high degree of risk. It should not be assumed that any stock discussed in The Deen's List^TM 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