The Deen's ListTM
A service of Deen Capital Management, Inc. (www.deencapital.com)
Vol.4 #229 Wednesday, November 1, 2006 9:13PM 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 Interactive Intelligence Inc (ININ) +8.0% (after commissions)
Sold NETGEAR, Inc. (NTGR) -3.8% (after commissions)
Sold Skechers U.S.A., Inc. (SKX) -6.5% (after commissions)
Sold 21st Century Holding Co. (TCHC) +17.4% (after commissions)
Open Positions
Subscription Information
Privacy Policy
Disclaimers
Contact Us

  Year-To-Date Performance

Year-To-Date as of October 31, 2006

Deen Capital+16.3%*
S&P 500+11.9%

* 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.

  Sold Interactive Intelligence Inc (ININ) +8.0% (after commissions)

Net sell price in managed accounts* $16.56
Date(s) bought Oct 6 2006
Net buy price in managed accounts* $15.34
Holding period 3.7 weeks
Gain/loss in managed accounts +8.0% (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 chose to sell four stocks as a market timing move. The stock is having a fairly big down day, our portfolios are getting hit harder than the market averages, and two out of three of my timing indicators have turned bearish. The third, my NASDAQ Timing Model, may also turn bearish, depending on today's final volume. We are in a highly exposed position, and I feel it is prudent to take some chips off the table.

-KD, November 1, 2006

  Sold NETGEAR, Inc. (NTGR) -3.8% (after commissions)

Net sell price in managed accounts* $26.20
Date(s) bought Oct 30 2006
Net buy price in managed accounts* $27.23
Holding period 0.3 weeks
Gain/loss in managed accounts -3.8% (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 chose to sell four stocks as a market timing move. The stock is having a fairly big down day, our portfolios are getting hit harder than the market averages, and two out of three of my timing indicators have turned bearish. The third, my NASDAQ Timing Model, may also turn bearish, depending on today's final volume. We are in a highly exposed position, and I feel it is prudent to take some chips off the table.

-KD, November 1, 2006

  Sold Skechers U.S.A., Inc. (SKX) -6.5% (after commissions)

Net sell price in managed accounts* $28.63
Date(s) bought Oct 26 2006
Net buy price in managed accounts* $30.62
Holding period 0.9 weeks
Gain/loss in managed accounts -6.5% (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 chose to sell four stocks as a market timing move. The stock is having a fairly big down day, our portfolios are getting hit harder than the market averages, and two out of three of my timing indicators have turned bearish. The third, my NASDAQ Timing Model, may also turn bearish, depending on today's final volume. We are in a highly exposed position, and I feel it is prudent to take some chips off the table.

-KD, November 1, 2006

  Sold 21st Century Holding Co. (TCHC) +17.4% (after commissions)

Net sell price in managed accounts* $26.68
Date(s) bought Oct 19 2006
Net buy price in managed accounts* $22.72
Holding period 1.9 weeks
Gain/loss in managed accounts +17.4% (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 chose to sell four stocks as a market timing move. The stock is having a fairly big down day, our portfolios are getting hit harder than the market averages, and two out of three of my timing indicators have turned bearish. The third, my NASDAQ Timing Model, may also turn bearish, depending on today's final volume. We are in a highly exposed position, and I feel it is prudent to take some chips off the table.

-KD, November 1, 2006

  Open Positions

Company Name Stock
Symbol
Buy
Date
NetBuy
Price*
Current
Price
Weeks
Held
Gain
(Loss)
Comtech Group, Inc.COGO10/31/06$16.71$16.400.1-1.9%
Buffalo Wild Wings, Inc.BWLD10/25/06$49.99$51.851.0+3.7%
Apple Computer, Inc.AAPL10/25/06$81.55$79.161.0-2.9%
Ultra Clean Holdings, Inc.UCTT10/24/06$12.90$12.881.1-0.1%
Google Inc.GOOG10/20/06$456.24$467.501.7+2.5%
Illumina, Inc.ILMN10/18/06$43.52$42.812.0-1.6%
EZCORP, Inc.EZPW10/13/06$42.47$43.752.7+3.0%
Research in MotionRIMM10/05/06$110.28$116.503.9+5.6%
Oracle Corp.ORCL10/04/06$18.16$18.474.0+1.7%
AZZ Inc.AZZ09/29/06$36.93$35.454.7-4.0%
Average2.2+0.6%

* 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.

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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.

  Contact Us

The Deen's List
PO Box 30925
Santa Barbara, CA 93130
(805) 682-1870
deenslist@deencapital.com

Copyright © 2006 Deen Capital Management, Inc.