The Deen's ListTM
A service of Deen Capital Management, Inc. (www.deencapital.com)
Vol.3 #287 Wednesday, December 7, 2005 3:33PM 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 American Science & Eng'g Inc (ASEI)
Sold Citrix Systems Inc. (CTXS)
Sold LCA Vision Inc. (LCAV)
Sold Radiant Systems Inc. (RADS)
Sold RADVision Ltd. (RVSN)
Open Positions
Subscription Information
Privacy Policy
Disclaimers

  Year-To-Date Performance

Year-To-Date as of December 6, 2005

Deen Capital+7.3%*
S&P 500+4.3%

* 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 American Science & Eng'g Inc (ASEI)

Net sell price in managed accounts* $66.79
Date(s) bought Nov 9 2005
Net buy price in managed accounts* $69.77
Holding period 4.0 weeks
Gain/loss in managed accounts -4.3% (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.

I had a sell signal at Monday's close on this stock from my StockSell Program, Ver.13s. Also, the chart pattern since the big spike on Nov 9 has a bearish tinge, in my view.

-KD, December 7, 2005

  Sold Citrix Systems Inc. (CTXS)

Net sell price in managed accounts* $27.16
Date(s) bought Oct 20 2005
Net buy price in managed accounts* $26.35
Holding period 6.9 weeks
Gain/loss in managed accounts +3.1% (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.

I had a sell signal at Monday's close on this stock from my StockSell Program, Ver.13s.

-KD, December 7, 2005

  Sold LCA Vision Inc. (LCAV)

Net sell price in managed accounts* $46.87
Date(s) bought Oct 31 2005
Net buy price in managed accounts* $42.35
Holding period 5.3 weeks
Gain/loss in managed accounts +10.7% (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.

This was a judgment call. The chart pattern now looks suspiciously like a double-top, with twin peaks at around $50 occurring in early July and again earlier this week.

-KD, December 7, 2005

  Sold Radiant Systems Inc. (RADS)

Net sell price in managed accounts* $12.54
Date(s) bought Nov 21 2005
Net buy price in managed accounts* $13.11
Holding period 2.3 weeks
Gain/loss in managed accounts -4.4% (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.

I sold RADS today as the stock is trading now below my hard stop-loss price, which I had set at $12.74.

-KD, December 7, 2005

  Sold RADVision Ltd. (RVSN)

Net sell price in managed accounts* $16.95
Date(s) bought Nov 1 2005
Net buy price in managed accounts* $15.26
Holding period 5.1 weeks
Gain/loss in managed accounts +11.1% (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.

This was a judgment call. The stock has had an excellent run over the past three weeks, and I decided to cash in as the stock is down today after hitting a multi-year high yesterday.

-KD, December 7, 2005

  Open Positions

Company Name Stock
Symbol
Buy
Date
NetBuy
Price*
Current
Price**
Weeks
Held
Gain
(Loss)
Pantry Inc.PTRY12/06/05$47.96$46.940.1-2.1%
Dress Barn Inc.DBRN11/30/05$34.39$34.981.0+1.7%
PortalPlayer Inc.PLAY11/11/05$24.23$25.503.7+5.2%
Air Methods Corp.AIRM11/11/05$14.19$15.473.7+9.0%
Multi-Fineline ElectronixMFLX11/07/05$34.16$38.994.3+14.2%
PW Eagle Inc.PWEI11/04/05$11.08$23.004.7+107.5%
Black Box Corp.BBOX11/04/05$43.94$48.744.7+10.9%
LoJack Corp.LOJN11/03/05$23.83$25.194.9+5.7%
Intevac Inc.IVAC11/01/05$11.36$11.445.1+0.7%
WESCO International Inc.WCC10/31/05$40.02$43.115.3+7.7%
Thomas & Betts Corp.TNB10/26/05$37.97$41.386.0+9.0%
Encore Wire Corp.WIRE10/25/05$22.14$23.776.1+7.4%
Oxford Industries Inc.OXM10/24/05$52.56$55.926.3+6.4%
Cohu Inc.COHU10/21/05$23.71$26.286.7+10.9%
Standard Microsystems Corp.SMSC10/20/05$28.30$31.826.9+12.4%
ICU Medical Inc.ICUI10/19/05$32.75$37.427.0+14.3%
Average4.8+13.8%

* Net buy prices shown are the total net purchase cost after commissions for all managed accounts divided by the total number of shares.

** Current prices are at least 20 minutes old.

  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

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.