The Deen's ListTM
A service of Deen Capital Management, Inc. (www.deencapital.com)
Vol.5 #262 Thursday, November 1, 2007 3:33PM ET

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

Market Stance: BULLISH (since October 26, 2007)

  Contents

Year-To-Date Performance
Sold AMCOL International Corp. (ACO) +3.6% (after commissions)
Sold CyberSource Corp. (CYBS) +1.5% (after commissions)
Sold MICROS Systems (MCRS) -4.0% (after commissions)
Sold Robbins & Myers Inc. (RBN) -2.0% (after commissions)
Sold ScanScource Inc. (SCSC) -6.3% (after commissions)
Open Positions
Subscription Information
Privacy Policy
Disclaimers
Contact Us

  Year-To-Date Performance

Year-To-Date as of October 31, 2007

Deen Capital+32.9%*
S&P 500+10.8%

* 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 AMCOL International Corp. (ACO) +3.6% (after commissions)

Net sell price in managed accounts* $39.20
Date(s) bought Oct 22 2007
Net buy price in managed accounts* $37.85
Holding period 1.4 weeks
Gain/loss in managed accounts +3.6% (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.

Today's heavy selling is gaining strength, and our accounts continue to under-perform. I am selling five more stocks, even though I still like them all, as a risk management move. We are too heavily exposed for a market that may, just may, be headed south.

-KD, November 1, 2007

  Sold CyberSource Corp. (CYBS) +1.5% (after commissions)

Net sell price in managed accounts* $15.66
Date(s) bought Oct 19 2007
Net buy price in managed accounts* $15.42
Holding period 1.9 weeks
Gain/loss in managed accounts +1.5% (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.

Today's heavy selling is gaining strength, and our accounts continue to under-perform. I am selling five more stocks, even though I still like them all, as a risk management move. We are too heavily exposed for a market that may, just may, be headed south.

-KD, November 1, 2007

  Sold MICROS Systems (MCRS) -4.0% (after commissions)

Net sell price in managed accounts* $68.84
Date(s) bought Oct 29 2007
Net buy price in managed accounts* $71.73
Holding period 0.4 weeks
Gain/loss in managed accounts -4.0% (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.

Today's heavy selling is gaining strength, and our accounts continue to under-perform. I am selling five more stocks, even though I still like them all, as a risk management move. We are too heavily exposed for a market that may, just may, be headed south.

-KD, November 1, 2007

  Sold Robbins & Myers Inc. (RBN) -2.0% (after commissions)

Net sell price in managed accounts* $70.08
Date(s) bought Oct 16 2007
Net buy price in managed accounts* $71.49
Holding period 2.3 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.

Today's heavy selling is gaining strength, and our accounts continue to under-perform. I am selling five more stocks, even though I still like them all, as a risk management move. We are too heavily exposed for a market that may, just may, be headed south.

-KD, November 1, 2007

  Sold ScanScource Inc. (SCSC) -6.3% (after commissions)

Net sell price in managed accounts* $35.15
Date(s) bought Oct 26 2007
Net buy price in managed accounts* $37.51
Holding period 0.9 weeks
Gain/loss in managed accounts -6.3% (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.

Today's heavy selling is gaining strength, and our accounts continue to under-perform. I am selling five more stocks, even though I still like them all, as a risk management move. We are too heavily exposed for a market that may, just may, be headed south.

-KD, November 1, 2007

  Open Positions

Company Name Stock
Symbol
Buy
Date
NetBuy
Price*
Current
Price**
Weeks
Held
Gain
(Loss)
Amedisys Inc.AMED10/30/07$44.14$42.230.3-4.3%
NDS Group Plc ADSNNDS10/29/07$58.33$58.810.4+0.8%
Foundry Networks Inc.FDRY10/29/07$20.28$20.690.4+2.0%
Sierra Wireless Inc.SWIR10/26/07$22.01$23.650.9+7.4%
OSI Pharmaceuticals Inc.OSIP10/26/07$41.45$41.410.9-0.1%
Zoran Corp.ZRAN10/25/07$24.72$24.781.0+0.3%
Sybase Inc.SY10/25/07$27.52$28.101.0+2.1%
Premiere Global SvcsPGI10/23/07$15.26$16.191.3+6.1%
Suntech Power HldgsSTP10/17/07$44.66$57.822.1+29.5%
Gildan ActivewearGIL09/25/07$37.75$45.055.3+19.3%

* 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

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

Copyright © 2007 Deen Capital Management, Inc.