The Deen's ListTM
A service of Deen Capital Management, Inc. (www.deencapital.com)
Vol.5 #99 Saturday, April 21, 2007

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
Contact Us

  Year-To-Date Performance

Year-To-Date as of April 20, 2007

Deen Capital+3.8%*
S&P 500+5.2%

* 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 March 21, 2007)

Last week, Deen Capital managed accounts posted a small gain in spite of a one-day 17% drop in one of our stocks (SMSI) on Thursday. I found no reason for the drop except that the stock was downgraded from "buy" to "hold" by one analyst. SMSI had been our biggest winner until Thursday. We surrendered most, but not all, of our gain in this stock -- we still are showing a small paper profit.

The market as a whole is behaving quite well. We're in the thick of earnings season now, and there are plenty of upside surprises.

The NASDAQ broke out to a six-year high on Friday. Volume, however, receded versus Thursday's level, which suggests to me that this "breakout" should be viewed with suspicion.

My indicators remain bullish overall, and, therefore, so do I. But we are at a critical juncture here. The 2500 to 2525 level has twice been a topping area for the NASDAQ this year. We're at 2526 now, and it's very possible we could be forming another top right now.

In summary, I remain bullish, but I am also in a state of high alert.

My Three Primary Technical Indicators:

                                       Prior week             Now
                                       ----------           -------
NASDAQ Timing Model (Ver.10q):           BULLISH            BULLISH (1)
Last signal:  BULLISH on Apr 13, 2007

Performance of Recent Stock Picks:  +5.6 BULLISH       +5.0 NEUTRAL (2)

Market Internals:                    62% BULLISH        70% BULLISH (3)

-----------------------------------------------------------------------
Overall Rating:                          BULLISH            BULLISH

Stocks:Cash ratio (Ken's IRA):            82:18              95:5

(1) A proprietary computer model based on technical analysis of the NASDAQ Composite.

(2) This number (from -10 to +10) is based on the performance of ALL my stock picks (I actually buy only some of these). A positive number means my stock picks are generally rising; a negative number means they are generally falling. Even so, I consider a reading below +3.1 to be bearish. I require a reading of +5.6 or better to call this indicator bullish.

(3) This is the percentage of stocks ($8 and up) which are trading above their 50-day moving average. The rating of this percentage (bullish, bearish or neutral) is based on which way it's been moving recently -- up, down or sideways.

-KD, April 20, 2007

  Open Positions

Company Name Stock
Symbol
Buy
Date
NetBuy
Price*
Current
Price
Weeks
Held
Gain
(Loss)
Intuitive Surgical Inc.ISRG04/20/07$133.57$131.750.0-1.4%
Valmont Industries Inc.VMI04/19/07$64.68$65.670.1+1.5%
E M C Corp.EMC04/17/07$15.23$15.370.4+1.0%
JDA Software GroupJDAS04/16/07$17.30$18.330.6+6.0%
Rosetta ResourcesROSE04/12/07$22.43$22.131.1-1.3%
Apogee Enterprises Inc.APOG04/12/07$23.89$24.611.1+3.0%
Schnitzer Steel ASCHN04/09/07$46.01$48.901.6+6.3%
SunPower Corp.SPWR04/04/07$49.85$55.462.3+11.3%
Transocean Inc.RIG04/03/07$82.43$82.882.4+0.5%
Chicago Bridge & IronCBI04/03/07$32.44$34.452.4+6.2%
Spartan Motors Inc.SPAR03/27/07$24.74$26.183.4+5.8%
Morgan StanleyMS03/23/07$81.01$82.914.0+2.3%
Cooper Tire RubberCTB03/23/07$18.32$19.484.0+6.3%
Progress SoftwarePRGS03/21/07$30.89$31.114.3+0.7%
Zumiez Inc.ZUMZ03/20/07$39.82$39.354.4-1.2%
FalconStor Software, Inc.FALC03/20/07$10.54$11.524.4+9.3%
Hologic Inc.HOLX03/19/07$56.40$58.904.6+4.4%
Smith Micro SoftwareSMSI03/06/07$15.71$16.206.4+3.1%

* 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)
Universal Electronics Inc.UEIC03/20/07$28.1404/19/07$27.564.3-2.1%
The Mens WearhouseMW03/08/07$47.4804/12/07$42.995.0-9.4%
Ultra Clean HoldingsUCTT03/15/07$17.0904/10/07$17.873.7+4.5%
LHC Group Inc.LHCG03/29/07$32.1504/10/07$29.291.7-8.9%
RADVision Ltd.RVSN03/22/07$24.0004/09/07$21.192.6-11.7%
Omrix BiopharmaceuticalsOMRI03/15/07$39.5604/05/07$35.963.0-9.1%
Cutera Inc.CUTR03/15/07$33.0104/03/07$37.312.7+13.0%
Brocade Comm SysBRCD03/21/07$10.0303/30/07$9.481.3-5.5%
Vimpel CommunicationsVIP03/19/07$95.6403/20/07$92.510.1-3.3%
Universal Electronics Inc.UEIC02/23/07$25.2903/16/07$27.243.0+7.7%
LHC Group Inc.LHCG03/07/07$30.5503/16/07$28.411.3-7.0%
InterContinental ExchangeICE03/14/07$132.4603/15/07$127.320.1-3.9%
Spartan Motors Inc.SPAR02/15/07$20.8603/13/07$22.553.7+8.1%
Perini Corp.PCR03/09/07$36.8903/13/07$34.310.6-7.0%
Bolt TechnologyBTJ03/01/07$24.4103/05/07$21.780.6-10.8%
Total System Services, Inc.TSS01/19/07$29.1402/27/07$31.135.6+6.8%
Varian Inc.VARI01/30/07$51.9602/27/07$55.324.0+6.5%
Hologic Inc.HOLX01/31/07$55.2202/27/07$54.543.9-1.2%
Webex Communications Inc.WEBX02/01/07$43.9002/27/07$44.633.7+1.7%
Gilead SciencesGILD02/01/07$71.1602/27/07$72.573.7+2.0%
Snap On Inc.SNA02/02/07$50.4602/27/07$50.693.6+0.4%
Silicon Motion TechnologySIMO02/02/07$19.9402/27/07$20.453.6+2.5%
Cutera Inc.CUTR02/06/07$34.0902/27/07$35.763.0+4.9%
Consolidated Graphics Inc.CGX02/08/07$69.8602/27/07$71.602.7+2.5%
Open Text Corp.OTEX02/09/07$23.0302/27/07$22.312.6-3.1%
FalconStor Software, Inc.FALC02/14/07$10.3302/27/07$10.201.9-1.3%
Perini Corp.PCR02/16/07$36.5502/27/07$36.701.6+0.4%
Layne ChristensenLAYN01/17/07$33.1302/26/07$32.975.7-0.5%
Universal Stainless & AlloyUSAP01/18/07$37.5202/26/07$49.515.6+31.9%
Boeing Co.BA02/01/07$92.2202/26/07$89.103.6-3.4%
VistaPrint Ltd.VPRT02/14/07$40.0502/22/07$38.121.1-4.8%
Energizer Hldgs Inc.ENR01/24/07$83.5502/21/07$86.834.0+3.9%
Allis Chalmers EnergyALY01/24/07$18.2702/12/07$17.272.7-5.5%
MEMC Electronic MaterialsWFR01/26/07$50.4802/12/07$51.782.4+2.6%
DSW Inc.DSW11/30/06$38.1202/09/07$42.8710.1+12.5%
Gorman Rupp Co.GRC01/03/07$37.3302/08/07$40.165.1+7.6%
Qiagen NVQGEN01/12/07$16.4402/08/07$17.273.9+5.1%
CIT Group, Inc.CIT01/19/07$57.0702/08/07$60.102.9+5.3%
Silicon Motion TechnologySIMO01/26/07$17.8801/31/07$18.050.7+0.9%
ON SemiconductorONNN12/20/06$7.5701/30/07$8.455.9+11.6%
ASML Holding NVASML01/17/07$26.3701/29/07$24.841.7-5.8%

* 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.

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

The Deen's List
PO Box 30925
Santa Barbara, CA 93130
(800) 353-4990
deenslist@deencapital.com

Copyright © 2007 Deen Capital Management, Inc.