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.RADS11/21/05$13.11$13.500.6+2.9%
PortalPlayer Inc.PLAY11/11/05$24.23$24.082.0-0.6%
Air Methods Corp.AIRM11/11/05$14.19$14.952.0+5.3%
American Science & Eng'g IncASEI11/09/05$69.77$69.812.3+0.1%
Multi-Fineline ElectronixMFLX11/07/05$34.16$36.262.6+6.2%
PW Eagle Inc.PWEI11/04/05$11.08$16.143.0+45.6%
Black Box Corp.BBOX11/04/05$43.94$46.063.0+4.8%
LoJack Corp.LOJN11/03/05$23.83$26.913.1+12.9%
RADVision Ltd.RVSN11/01/05$15.25$15.483.4+1.5%
Intevac Inc.IVAC11/01/05$11.36$12.563.4+10.6%
WESCO International Inc.WCC10/31/05$40.02$41.603.6+4.0%
United Therapeutics Corp.UTHR10/31/05$72.07$73.963.6+2.6%
LCA Vision Inc.LCAV10/31/05$42.34$46.843.6+10.6%
Thomas & Betts Corp.TNB10/26/05$37.97$40.494.3+6.6%
Encore Wire Corp.WIRE10/25/05$22.14$24.524.4+10.7%
Oxford Industries Inc.OXM10/24/05$52.56$56.714.6+7.9%
Cohu Inc.COHU10/21/05$23.71$26.805.0+13.0%
Standard Microsystems Corp.SMSC10/20/05$28.30$30.445.1+7.6%
Citrix Systems Inc.CTXS10/20/05$26.35$27.685.1+5.1%
ICU Medical Inc.ICUI10/19/05$32.75$35.845.3+9.4%
Average3.5+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.ORCT10/31/05$21.3811/21/05$19.583.0-8.4%
Biovail Corp.BVF09/09/05$22.2411/09/05$25.178.7+13.2%
Tiffany & Co.TIF08/31/05$37.4011/08/05$40.859.9+9.2%
NVIDIA Corp.NVDA08/30/05$30.0110/28/05$31.158.4+3.8%
Comtech Telecomm. Corp.CMTL09/22/05$40.7310/28/05$38.085.1-6.5%
Ventiv Health Inc.VTIV09/20/05$26.4410/27/05$24.555.3-7.1%
The Sportsman's Guide, Inc.SGDE07/19/05$21.4210/12/05$23.4212.1+9.3%
Powerwave Technologies, Inc.PWAV09/15/05$12.3310/12/05$11.343.9-8.1%
Getty Images Inc.GYI07/27/05$79.7810/06/05$80.0910.1+0.4%
Tidewater Inc.TDW08/31/05$45.0510/06/05$44.935.1-0.3%
PetMed Express Inc.PETS09/01/05$10.4710/06/05$10.575.0+0.9%
Petrohawk Energy Corp.HAWK09/19/05$13.6510/06/05$12.482.4-8.6%
Unit Corp.UNT09/29/05$56.0010/06/05$48.611.0-13.2%
Quanex Corp.NX09/29/05$65.6410/06/05$60.211.0-8.3%
Amgen Inc.AMGN07/21/05$80.0010/05/05$78.9310.9-1.3%
Hologic Inc.HOLX07/27/05$43.7909/21/05$50.488.0+15.3%
ZYGO Corp.ZIGO08/26/05$12.4809/21/05$13.903.7+11.4%
Neoware Systems Inc.NWRE09/02/05$13.1409/21/05$15.082.7+14.8%
Psychiatric Solutions Inc.PSYS09/06/05$49.5109/21/05$51.432.1+3.9%
SFBC International Inc.SFCC09/09/05$44.4809/21/05$42.521.7-4.4%
NetEase.com Inc.NTES08/04/05$74.3509/20/05$79.086.7+6.4%
Martin Marietta MaterialsMLM09/06/05$73.0809/20/05$69.992.0-4.2%
Seacor Holdings Inc.CKH08/10/05$70.3609/16/05$66.995.3-4.8%
Average5.4+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. 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.