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.PTRY12/06/05$47.96$46.850.4-2.3%
Dress Barn Inc.DBRN11/30/05$34.39$35.371.3+2.9%
PortalPlayer Inc.PLAY11/11/05$24.23$27.604.0+13.9%
Air Methods Corp.AIRM11/11/05$14.19$15.664.0+10.3%
Multi-Fineline ElectronixMFLX11/07/05$34.16$39.754.6+16.4%
PW Eagle Inc.PWEI11/04/05$11.08$23.405.0+111.1%
Black Box Corp.BBOX11/04/05$43.94$48.975.0+11.4%
LoJack Corp.LOJN11/03/05$23.83$25.925.1+8.8%
Intevac Inc.IVAC11/01/05$11.36$11.935.4+5.0%
WESCO International Inc.WCC10/31/05$40.02$42.905.6+7.2%
Thomas & Betts Corp.TNB10/26/05$37.97$41.336.3+8.9%
Encore Wire Corp.WIRE10/25/05$22.14$24.006.4+8.4%
Oxford Industries Inc.OXM10/24/05$52.56$56.596.6+7.7%
Cohu Inc.COHU10/21/05$23.71$25.577.0+7.9%
Standard Microsystems Corp.SMSC10/20/05$28.30$32.657.1+15.4%
ICU Medical Inc.ICUI10/19/05$32.75$38.077.3+16.2%
Average5.1+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.CTXS10/20/05$26.3512/07/05$27.166.9+3.1%
LCA Vision Inc.LCAV10/31/05$42.3412/07/05$46.875.3+10.7%
RADVision Ltd.RVSN11/01/05$15.2512/07/05$16.955.1+11.1%
American Science & Eng'g IncASEI11/09/05$69.7712/07/05$66.794.0-4.3%
Radiant Systems Inc.RADS11/21/05$13.1112/07/05$12.542.3-4.4%
United Therapeutics Corp.UTHR10/31/05$72.0712/02/05$71.604.6-0.7%
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%
Average5.3+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 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.