The Deen's ListTM
A service of Deen Capital Management, Inc. (www.deencapital.com)
Vol.3 #289 Tuesday, December 13, 2005 9:44AM 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 PortalPlayer Inc. (PLAY)
Open Positions
Subscription Information
Privacy Policy
Disclaimers

  Year-To-Date Performance

Year-To-Date as of December 12, 2005

Deen Capital+7.9%*
S&P 500+4.0%

* 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 PortalPlayer Inc. (PLAY)

Net sell price in managed accounts* $26.75
Date(s) bought Nov 11 2005
Net buy price in managed accounts* $24.23
Holding period 4.6 weeks
Gain/loss in managed accounts +10.4% (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.

Yes, I saw Jim Cramer (on his TV show "Mad Money") advise selling this stock last night. I generally ignore other people's opinion, but I have two other reasons to sell PLAY today: 1) It looks like it just put in a short-term peak last Friday, and 2) I have my own doubts about this stock on a technical basis.

The day I decided to buy, Nov 11, I wrote this:

"+ Reversal of bad news: It was the company's announcement of a stock offering back that triggered a 28% selloff in the stock price back on October 25. Volume that day, October 25, was huge, 12.4 million shares, or about 11x average. Today's announcement has also triggered a huge-volume move, this time to the upside. Volume this morning is on track to equal or exceed that of October 25."

As it turns out, the volume on my buy date, November 11, was 10.8 million shares, well less than the 12.4 million downside shares on October 25. In other words, contrary to my expectation on the morning I bought, the good-news upside volume spike on Nov 11 fell short of the bad-news downside volume spike on Oct 25. That worries me.

-KD, December 13, 2005

  Open Positions

Company Name Stock
Symbol
Buy
Date
NetBuy
Price*
Current
Price
Weeks
Held
Gain
(Loss)
Pantry Inc.PTRY12/06/05$47.96$48.681.0+1.5%
Dress Barn Inc.DBRN11/30/05$34.39$35.881.9+4.3%
Air Methods Corp.AIRM11/11/05$14.19$16.874.6+18.9%
Multi-Fineline ElectronixMFLX11/07/05$34.16$39.515.1+15.7%
PW Eagle Inc.PWEI11/04/05$11.08$23.605.6+112.9%
Black Box Corp.BBOX11/04/05$43.94$49.945.6+13.7%
LoJack Corp.LOJN11/03/05$23.83$25.955.7+8.9%
Intevac Inc.IVAC11/01/05$11.36$11.836.0+4.2%
WESCO International Inc.WCC10/31/05$40.02$42.826.1+7.0%
Thomas & Betts Corp.TNB10/26/05$37.97$42.056.9+10.8%
Encore Wire Corp.WIRE10/25/05$22.14$24.607.0+11.1%
Oxford Industries Inc.OXM10/24/05$52.56$56.637.1+7.8%
Cohu Inc.COHU10/21/05$23.71$25.507.6+7.6%
Standard Microsystems Corp.SMSC10/20/05$28.30$33.317.7+17.7%
ICU Medical Inc.ICUI10/19/05$32.75$38.257.9+16.8%
Average5.7+17.2%

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

  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.