| The Deen's ListTM |
| A service of Deen Capital Management, Inc. (www.deencapital.com) |
| Vol.3 #282 |
Saturday, November 26, 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 November 25, 2005 |
| Deen Capital | +2.1% | * |
| S&P 500 | +4.6% |
* 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: BULLISH (since October 31, 2005)
Last week, once again, the market was up, and Deen Capital accounts were
up more. The rally which began in late October has been unstoppable, and
we are well positioned to profit from it.
More good news last week supports the notion that this rally could
persist at least through the end of the year. We have improving consumer
sentiment, an excellent start to the holiday shopping season, falling
gasoline prices, and hints from the Fed that an end to the long cycle of
rate hikes may be near. Also, we are still in the seasonally strong (for
stocks) November through January period.
I remain alert for signs of an important top, as I re-evaluate market
conditions daily, but right now I see no such sign. My three primary
technical indicators remain unanimously and unambiguously bullish. We
are in the sweet spot.
-KD, November 25, 2005
Open Positions
| Company Name |
Stock Symbol |
Buy Date |
NetBuy Price* |
Current Price |
Weeks Held |
Gain (Loss) |
| Radiant Systems Inc. | RADS | 11/21/05 | $13.11 | $13.50 | 0.6 | +2.9% |
| PortalPlayer Inc. | PLAY | 11/11/05 | $24.23 | $24.08 | 2.0 | -0.6% |
| Air Methods Corp. | AIRM | 11/11/05 | $14.19 | $14.95 | 2.0 | +5.3% |
| American Science & Eng'g Inc | ASEI | 11/09/05 | $69.77 | $69.81 | 2.3 | +0.1% |
| Multi-Fineline Electronix | MFLX | 11/07/05 | $34.16 | $36.26 | 2.6 | +6.2% |
| PW Eagle Inc. | PWEI | 11/04/05 | $11.08 | $16.14 | 3.0 | +45.6% |
| Black Box Corp. | BBOX | 11/04/05 | $43.94 | $46.06 | 3.0 | +4.8% |
| LoJack Corp. | LOJN | 11/03/05 | $23.83 | $26.91 | 3.1 | +12.9% |
| RADVision Ltd. | RVSN | 11/01/05 | $15.25 | $15.48 | 3.4 | +1.5% |
| Intevac Inc. | IVAC | 11/01/05 | $11.36 | $12.56 | 3.4 | +10.6% |
| WESCO International Inc. | WCC | 10/31/05 | $40.02 | $41.60 | 3.6 | +4.0% |
| United Therapeutics Corp. | UTHR | 10/31/05 | $72.07 | $73.96 | 3.6 | +2.6% |
| LCA Vision Inc. | LCAV | 10/31/05 | $42.34 | $46.84 | 3.6 | +10.6% |
| Thomas & Betts Corp. | TNB | 10/26/05 | $37.97 | $40.49 | 4.3 | +6.6% |
| Encore Wire Corp. | WIRE | 10/25/05 | $22.14 | $24.52 | 4.4 | +10.7% |
| Oxford Industries Inc. | OXM | 10/24/05 | $52.56 | $56.71 | 4.6 | +7.9% |
| Cohu Inc. | COHU | 10/21/05 | $23.71 | $26.80 | 5.0 | +13.0% |
| Standard Microsystems Corp. | SMSC | 10/20/05 | $28.30 | $30.44 | 5.1 | +7.6% |
| Citrix Systems Inc. | CTXS | 10/20/05 | $26.35 | $27.68 | 5.1 | +5.1% |
| ICU Medical Inc. | ICUI | 10/19/05 | $32.75 | $35.84 | 5.3 | +9.4% | | Average | 3.5 | +8.3% |
* 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) |
| Orckit Communication Ltd. | ORCT | 10/31/05 | $21.38 | 11/21/05 | $19.58 | 3.0 | -8.4% |
| Biovail Corp. | BVF | 09/09/05 | $22.24 | 11/09/05 | $25.17 | 8.7 | +13.2% |
| Tiffany & Co. | TIF | 08/31/05 | $37.40 | 11/08/05 | $40.85 | 9.9 | +9.2% |
| NVIDIA Corp. | NVDA | 08/30/05 | $30.01 | 10/28/05 | $31.15 | 8.4 | +3.8% |
| Comtech Telecomm. Corp. | CMTL | 09/22/05 | $40.73 | 10/28/05 | $38.08 | 5.1 | -6.5% |
| Ventiv Health Inc. | VTIV | 09/20/05 | $26.44 | 10/27/05 | $24.55 | 5.3 | -7.1% |
| 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% | | Average | 5.4 | +0.6% |
* 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.
Your feedback is welcome. Send e-mail to deenslist@deencapital.com.
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Privacy Policy
Your personal information, including your e-mail address, will be held
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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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