The Deen's ListTM
A service of Deen Capital Management, Inc. (www.deencapital.com)
Vol.4 #200 Tuesday, October 3, 2006 3:25PM ET

Please read carefully our disclaimers at the end of this newsletter.

Market Stance: BULLISH (since July 28, 2006)

  Contents

Year-To-Date Performance
Sold Ultra Clean Holdings, Inc. (UCTT) -11.4% (after commissions)
Open Positions
Subscription Information
Privacy Policy
Disclaimers
Contact Us

  Year-To-Date Performance

Year-To-Date as of October 2, 2006

Deen Capital+12.1%*
S&P 500+8.1%

* 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 Ultra Clean Holdings, Inc. (UCTT) -11.4% (after commissions)

Net sell price in managed accounts* $9.82
Date(s) bought Sep 20 2006
Net buy price in managed accounts* $11.09
Holding period 1.9 weeks
Gain/loss in managed accounts -11.4% (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 had set a hard stop-loss at $10.10 on this stock. I sold late today as the stock is poised to close below that level. "Keep Losses Small."

-KD, October 3, 2006

  Open Positions

Company Name Stock
Symbol
Buy
Date
NetBuy
Price*
Current
Price**
Weeks
Held
Gain
(Loss)
AZZ Inc.AZZ09/29/06$36.93$37.000.6+0.2%
Park Electrochemical Corp.PKE09/20/06$31.18$31.631.9+1.5%
II-VI Inc.IIVI09/15/06$25.03$25.962.6+3.7%
First Marblehead Corp.FMD09/15/06$60.21$69.192.6+14.9%
Diodes Inc.DIOD09/14/06$43.92$43.412.7-1.2%
Macrovision Corp.MVSN08/18/06$23.14$24.066.6+4.0%
Watson Wyatt & Co. HoldingsWW08/10/06$35.03$41.157.7+17.5%
Wellcare GroupWCG08/03/06$51.71$58.078.7+12.3%
PeopleSupport, Inc.PSPT08/01/06$14.94$18.299.0+22.5%
IDEXX Laboratories, Inc.IDXX07/28/06$86.56$91.109.6+5.2%
Average5.2+8.1%

* 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.

  Contact Us

Ken Deen
Deen Capital Management, Inc.
PO Box 30925
Santa Barbara, CA 93130
(805) 682-1870
deenslist@deencapital.com

Copyright © 2006 Deen Capital Management, Inc.