The Deen's ListTM
A service of Deen Capital Management, Inc. (www.deencapital.com)
Vol.3 #297 Tuesday, December 27, 2005 3:49PM 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 Air Methods Corp. (AIRM)
Sold Dress Barn Inc. (DBRN)
Sold Multi-Fineline Electronix (MFLX)
Sold Oxford Industries Inc. (OXM)
Sold Thomas & Betts Corp. (TNB)
Sold Encore Wire Corp. (WIRE)
Open Positions
Subscription Information
Privacy Policy
Disclaimers

  Year-To-Date Performance

Year-To-Date as of December 23, 2005

Deen Capital+6.9%*
S&P 500+4.7%

* 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 Air Methods Corp. (AIRM)

Net sell price in managed accounts* $16.73
Date(s) bought Nov 11 2005
Net buy price in managed accounts* $14.19
Holding period 6.6 weeks
Gain/loss in managed accounts +17.9% (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. This stock is having its worst day since we bought it, and is coming off of a 10-year high (possibly an all-time high -- my data only goes back 10 years).

Also, my technical indicators are neutral and weakening. I am close to turning bearish.

-KD, December 27, 2005

  Sold Dress Barn Inc. (DBRN)

Net sell price in managed accounts* $35.73
Date(s) bought Nov 30 2005
Net buy price in managed accounts* $34.39
Holding period 3.9 weeks
Gain/loss in managed accounts +3.9% (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. This stock is having its worst day since we bought it, and is coming off of a 10-year high (possibly an all-time high -- my data only goes back 10 years).

Also, my technical indicators are neutral and weakening. I am close to turning bearish.

-KD, December 27, 2005

  Sold Multi-Fineline Electronix (MFLX)

Net sell price in managed accounts* $39.16
Date(s) bought Nov 7 2005
Net buy price in managed accounts* $34.16
Holding period 7.1 weeks
Gain/loss in managed accounts +14.6% (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. This stock is having its worst day since we bought it, and is coming off of a 10-year high.

Also, my technical indicators are neutral and weakening. I am close to turning bearish.

-KD, December 27, 2005

  Sold Oxford Industries Inc. (OXM)

Net sell price in managed accounts* $53.61
Date(s) bought Oct 24 2005
Net buy price in managed accounts* $52.56
Holding period 9.1 weeks
Gain/loss in managed accounts +2.0% (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 OXM today in anticipation of a possible sell signal at today's close from my StockSell Program (Ver.13s).

Also, my technical indicators are neutral and weakening. I am close to turning bearish.

-KD, December 27, 2005

  Sold Thomas & Betts Corp. (TNB)

Net sell price in managed accounts* $41.78
Date(s) bought Oct 26 2005
Net buy price in managed accounts* $37.97
Holding period 8.9 weeks
Gain/loss in managed accounts +10.0% (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. I see a bearish double-top formation in the chart pattern.

Also, my technical indicators are neutral and weakening. I am close to turning bearish.

-KD, December 27, 2005

  Sold Encore Wire Corp. (WIRE)

Net sell price in managed accounts* $23.21
Date(s) bought Oct 25 2005
Net buy price in managed accounts* $22.14
Holding period 9.0 weeks
Gain/loss in managed accounts +4.8% (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 OXM today in anticipation of a possible sell signal at today's close from my StockSell Program (Ver.13s).

Also, my technical indicators are neutral and weakening. I am close to turning bearish.

Also, my technical indicators are neutral and weakening. I am close to turning bearish.

-KD, December 27, 2005

  Open Positions

Company Name Stock
Symbol
Buy
Date
NetBuy
Price*
Current
Price**
Weeks
Held
Gain
(Loss)
Western Digital Corp.WDC12/21/05$18.14$18.370.9+1.3%
Pantry Inc.PTRY12/06/05$47.96$46.613.0-2.8%
Intevac Inc.IVAC11/01/05$11.36$13.508.0+18.9%
WESCO International Inc.WCC10/31/05$40.02$42.688.1+6.7%
ICU Medical Inc.ICUI10/19/05$32.75$39.409.9+20.3%
Average6.0+8.9%

* 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.

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.