The Deen's ListTM
A service of Deen Capital Management, Inc. (www.deencapital.com)
Vol.5 #287 Saturday, November 24, 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 23, 2007

Deen Capital+26.1%*
S&P 500+3.2%

* 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: BEARISH (since November 1, 2007)

Our accounts were down just a hair last week, losing far less, percentage-wise, than the major market averages. My risk management strategy -- holding mostly cash at strategic times -- paid off. The S&P fell 1.2%, while Deen Capital accounts slipped 0.2% on average. I am very pleased with this. Losses are inevitable in the stock market. My goal is simply to outperform the S&P through up markets and down. Sometimes, like this past week, that means losing less.

My market observations of last week still apply. We continue to be in a high-risk zone. The bears are still in charge of this market. My indicators are still extremely negative. Cash is still king.

I continue to wait for early signs of an important bottom. So far, no such sign. The trend is clearly down.

My outlook, however, may change overnight, as I review market conditions, and my indicators, daily. When my outlook does change, I will be quick to put our cash back to work. There are a lot of juicy bargains out there!

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:  -2.9 BEARISH       -4.0 BEARISH (2)

Market Internals:                    28% BEARISH        22% BEARISH (3)

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

Stocks:Cash ratio (average):              43:57              39:61

(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 23, 2007

  Open Positions

Company Name Stock
Symbol
Buy
Date
NetBuy
Price*
Current
Price
Weeks
Held
Gain
(Loss)
Blue Coat Systems Inc.BCSI11/20/07$38.92$36.830.4-5.4%
Flowserve Corp.FLS11/16/07$92.58$93.041.0+0.5%
EnerSysENS11/13/07$19.25$22.421.4+16.5%
Priceline.com Inc.PCLN11/09/07$102.13$107.692.0+5.4%
Amedisys Inc.AMED11/09/07$41.56$42.742.0+2.8%
Pericom SemiconductorPSEM11/02/07$15.78$16.863.0+6.8%
OSI Pharmaceuticals Inc.OSIP10/26/07$41.45$41.594.0+0.3%

* 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)
Western Digital Corp.WDC11/13/07$26.6011/20/07$25.111.0-5.6%
Premiere Global SvcsPGI10/23/07$15.2611/19/07$14.343.9-6.0%
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.

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.

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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
(800) 353-4990
deenslist@deencapital.com

Copyright © 2007 Deen Capital Management, Inc.