| The Deen's ListTM |
| A service of Deen Capital Management, Inc. (www.deencapital.com) |
| Vol.3 #288 |
Saturday, December 10, 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 December 9, 2005 |
| Deen Capital | +6.8% | * |
| S&P 500 | +3.9% |
* 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.
Market Commentary
Market Stance: BULLISH (since October 31, 2005)
After five solid up weeks in a row, the last of which (the week before
last) was spectacularly strong for Deen Capital accounts, it's not
surprising that the market took a breather last week. I am pleased that
our account values slipped only negligibly, less than the market
averages.
This strong end-of-year rally which began in late October shows little
sign of topping out. True, mid-week, one of my indicators did down-shift
briefly from bullish to neutral, but now, at week's end, all three of my
primary technical indicators are once again unanimously bullish.
Of course, my opinion is subject to change without notice as I
re-evaluate market conditions daily. But, from where I sit today, I'd say
there's a good chance that this rally has further to go.
-KD, December 9, 2005
Open Positions
| Company Name |
Stock Symbol |
Buy Date |
NetBuy Price* |
Current Price |
Weeks Held |
Gain (Loss) |
| Pantry Inc. | PTRY | 12/06/05 | $47.96 | $46.85 | 0.4 | -2.3% |
| Dress Barn Inc. | DBRN | 11/30/05 | $34.39 | $35.37 | 1.3 | +2.9% |
| PortalPlayer Inc. | PLAY | 11/11/05 | $24.23 | $27.60 | 4.0 | +13.9% |
| Air Methods Corp. | AIRM | 11/11/05 | $14.19 | $15.66 | 4.0 | +10.3% |
| Multi-Fineline Electronix | MFLX | 11/07/05 | $34.16 | $39.75 | 4.6 | +16.4% |
| PW Eagle Inc. | PWEI | 11/04/05 | $11.08 | $23.40 | 5.0 | +111.1% |
| Black Box Corp. | BBOX | 11/04/05 | $43.94 | $48.97 | 5.0 | +11.4% |
| LoJack Corp. | LOJN | 11/03/05 | $23.83 | $25.92 | 5.1 | +8.8% |
| Intevac Inc. | IVAC | 11/01/05 | $11.36 | $11.93 | 5.4 | +5.0% |
| WESCO International Inc. | WCC | 10/31/05 | $40.02 | $42.90 | 5.6 | +7.2% |
| Thomas & Betts Corp. | TNB | 10/26/05 | $37.97 | $41.33 | 6.3 | +8.9% |
| Encore Wire Corp. | WIRE | 10/25/05 | $22.14 | $24.00 | 6.4 | +8.4% |
| Oxford Industries Inc. | OXM | 10/24/05 | $52.56 | $56.59 | 6.6 | +7.7% |
| Cohu Inc. | COHU | 10/21/05 | $23.71 | $25.57 | 7.0 | +7.9% |
| Standard Microsystems Corp. | SMSC | 10/20/05 | $28.30 | $32.65 | 7.1 | +15.4% |
| ICU Medical Inc. | ICUI | 10/19/05 | $32.75 | $38.07 | 7.3 | +16.2% | | Average | 5.1 | +15.6% |
* 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) |
| Citrix Systems Inc. | CTXS | 10/20/05 | $26.35 | 12/07/05 | $27.16 | 6.9 | +3.1% |
| LCA Vision Inc. | LCAV | 10/31/05 | $42.34 | 12/07/05 | $46.87 | 5.3 | +10.7% |
| RADVision Ltd. | RVSN | 11/01/05 | $15.25 | 12/07/05 | $16.95 | 5.1 | +11.1% |
| American Science & Eng'g Inc | ASEI | 11/09/05 | $69.77 | 12/07/05 | $66.79 | 4.0 | -4.3% |
| Radiant Systems Inc. | RADS | 11/21/05 | $13.11 | 12/07/05 | $12.54 | 2.3 | -4.4% |
| United Therapeutics Corp. | UTHR | 10/31/05 | $72.07 | 12/02/05 | $71.60 | 4.6 | -0.7% |
| 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 | 5.3 | +1.0% |
* 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.
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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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