The Deen's ListTM
A service of Deen Capital Management, Inc. (www.deencapital.com)
Vol.5 #283 Friday, November 16, 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 November 16, 2007

Deen Capital+26.2%*
S&P 500+4.5%

* 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: BEARISH (since November 1, 2007)

Last week was a disappointment, as we under-performed the market. It's easy to see why. We out-performed on Monday, Wednesday, Thursday and Friday; the problem was Tuesday, the day the Dow gained 319 points.

I expect to miss out on the occasional big up day like Tuesday. That's the price we pay for sitting on cash. I don't mind, because we also "miss out" on many big down days. I believe it's a good trade-off.

I am not impressed by Tuesday's rally, because it was accompanied by a downtick in volume. It smells like a bull trap. A head fake.

We continue to be in a high-risk zone, the bears are still in charge of this market, and I continue to wait for my indicators to improve. True, I'm nibbling here and there, but only within the context of a low-risk mostly cash portfolio. Cash is king.

My Three Primary Technical Indicators:

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

Performance of Recent Stock Picks:  -5.2 BEARISH       -2.9 BEARISH (2)

Market Internals:                    31% BEARISH        28% BEARISH (3)

-----------------------------------------------------------------------
Market's Overall Technical Rating:       BEARISH            BEARISH

Stocks:Cash ratio (average):              40:60              43:57

(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 recent stock picks (I actually buy only some of these). A positive number means my recent 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, November 16, 2007

  Open Positions

Company Name Stock
Symbol
Buy
Date
NetBuy
Price*
Current
Price
Weeks
Held
Gain
(Loss)
Flowserve Corp.FLS11/16/07$92.58$90.510.0-2.2%
Western Digital Corp.WDC11/13/07$26.60$26.570.4-0.1%
EnerSysENS11/13/07$19.25$20.800.4+8.0%
Priceline.com Inc.PCLN11/09/07$102.13$109.761.0+7.5%
Amedisys Inc.AMED11/09/07$41.56$43.431.0+4.5%
Pericom SemiconductorPSEM11/02/07$15.78$16.452.0+4.2%
OSI Pharmaceuticals Inc.OSIP10/26/07$41.45$40.833.0-1.5%
Premiere Global SvcsPGI10/23/07$15.26$15.383.4+0.8%

* 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)
Bristow Group Inc.BRS11/06/07$54.9911/15/07$52.701.3-4.2%
3SBio Inc.SSRX11/14/07$16.8611/15/07$15.200.1-9.8%
Hornbeck Offshore ServicesHOS11/02/07$44.7411/12/07$41.931.4-6.3%
Zoran Corp.ZRAN10/25/07$24.7211/08/07$23.072.0-6.7%
Sybase Inc.SY10/25/07$27.5211/08/07$26.842.0-2.5%
Foundry Networks Inc.FDRY10/29/07$20.2811/08/07$19.731.4-2.7%
Amedisys Inc.AMED10/30/07$44.1411/08/07$41.191.3-6.7%
Western Digital Corp.WDC11/05/07$28.0911/08/07$25.810.4-8.1%
Sierra Wireless Inc.SWIR10/26/07$22.0111/06/07$22.351.6+1.5%
NDS Group Plc ADSNNDS10/29/07$58.3311/05/07$55.911.0-4.2%
Gildan ActivewearGIL09/25/07$37.7511/02/07$44.235.4+17.2%
Open Text Corp.OTEX08/31/07$25.3111/01/07$30.668.9+21.1%
Robbins & Myers Inc.RBN10/16/07$71.4911/01/07$70.082.3-2.0%
State Street Corp.STT10/17/07$75.0611/01/07$74.932.1-0.2%
Suntech Power HldgsSTP10/17/07$44.6611/01/07$56.742.1+27.0%
CyberSource Corp.CYBS10/19/07$15.4211/01/07$15.661.9+1.5%
AMCOL International Corp.ACO10/22/07$37.8511/01/07$39.201.4+3.6%
ScanScource Inc.SCSC10/26/07$37.5111/01/07$35.150.9-6.3%
MICROS SystemsMCRS10/29/07$71.7311/01/07$68.840.4-4.0%
Sciele Pharma Inc.SCRX09/06/07$25.7010/19/07$27.016.1+5.1%
ICF InternationalICFI10/04/07$27.4010/19/07$28.642.1+4.5%
Gmarket Inc.GMKT10/12/07$27.1910/19/07$25.231.0-7.2%
PT Indosat TbkIIT10/09/07$46.8410/18/07$45.561.3-2.7%
Network Equipment TechNWK09/11/07$12.7910/17/07$13.835.1+8.1%
Illumina Inc.ILMN07/25/07$46.3010/11/07$59.8511.1+29.3%
Ladish Co.LDSH07/27/07$47.8710/11/07$56.4810.9+18.0%
Dick's Sporting GoodsDKS08/22/07$61.4810/11/07$67.447.1+9.7%
Sigma Designs Inc.SIGM09/04/07$43.8610/11/07$51.975.3+18.5%
Priceline.com Inc.PCLN09/11/07$79.7010/11/07$90.634.3+13.7%
Synaptics Inc.SYNA09/13/07$44.2910/11/07$49.734.0+12.3%
Axsys Techs Inc.AXYS09/17/07$28.3810/11/07$31.373.4+10.6%
Diana Shipping Inc.DSX10/01/07$30.7710/11/07$31.331.4+1.8%
Chindex International Inc.CHDX10/05/07$28.8110/11/07$28.900.9+0.3%
Dawson GeophysicalDWSN08/01/07$65.1310/08/07$73.699.7+13.1%
LSB Industries Inc.LXU09/21/07$24.4410/02/07$21.961.6-10.2%
Wynn ResortsWYNN08/29/07$119.2609/28/07$156.684.3+31.4%
Excel Maritime Carriers Ltd.EXM08/31/07$42.6809/26/07$52.843.7+23.8%
Silicom Ltd.SILC09/05/07$24.6509/25/07$23.052.9-6.5%
Ducommun Inc.DCO09/06/07$30.9809/14/07$29.161.1-5.9%
GigaMedia Ltd.GIGM08/21/07$12.3809/11/07$15.753.0+27.3%
Sigma Designs Inc.SIGM07/13/07$30.2408/28/07$37.286.6+23.3%
Priceline.com Inc.PCLN08/09/07$76.9508/28/07$77.062.7+0.1%
Bankrate Inc.RATE08/17/07$40.3808/28/07$38.051.6-5.8%
DryShips Inc.DRYS08/23/07$63.1808/28/07$61.040.7-3.4%

* 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.

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  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

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Copyright © 2007 Deen Capital Management, Inc.