The Deen's ListTM
A service of Deen Capital Management, Inc. (www.deencapital.com)
Vol.5 #304 Friday, December 7, 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 December 7, 2007

Deen Capital+31.6%*
S&P 500+7.9%

* 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.

  Market Commentary

Market Stance: BULLISH (since November 28, 2007)

It was a good week all around, with the S&P up 1.6%, and Deen Capital accounts up about 2.5%. My indicators continue to improve. They're now overall neutral. And the one I consider most important, the one that measures the performance of my recent stock picks, is extremely bullish.

We are aggressively positioned now, more so than a week ago. The Fed will no doubt cut interest rates next week, though this has been so widely anticipated, the market may not react much.

Still, from a technical point-of-view, the market is in good shape. I am looking for further gains between now and the end of the year.

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:  +7.4 BULLISH       +9.2 BULLISH (2)

Market Internals:                    31% BEARISH        42% NEUTRAL (3)

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

Stocks:Cash ratio (average):              70:30              91:9

(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, December 7, 2007

  Open Positions

Company Name Stock
Symbol
Buy
Date
NetBuy
Price*
Current
Price
Weeks
Held
Gain
(Loss)
Greif Inc. Cl AGEF12/07/07$64.56$64.250.0-0.5%
Western Digital Corp.WDC12/06/07$30.32$31.470.1+3.8%
Pericom SemiconductorPSEM12/06/07$17.05$18.370.1+7.7%
Open Text Corp.OTEX12/06/07$33.45$34.200.1+2.2%
Microsoft Corp.MSFT12/05/07$33.93$34.530.3+1.8%
NDS Group plc ADSNNDS11/30/07$58.40$60.461.0+3.5%
J. Crew Group Inc.JCG11/30/07$47.38$50.011.0+5.5%
Sigma Designs Inc.SIGM11/29/07$67.39$70.441.1+4.5%
MasterCard Inc.MA11/28/07$191.30$209.601.3+9.6%
DryShips Inc.DRYS11/28/07$86.44$89.821.3+3.9%
Flowserve Corp.FLS11/16/07$92.58$95.903.0+3.6%
EnerSysENS11/13/07$19.25$22.903.4+19.0%
Priceline.com Inc.PCLN11/09/07$102.13$117.924.0+15.5%
Amedisys Inc.AMED11/09/07$41.56$43.334.0+4.3%
OSI Pharmaceuticals Inc.OSIP10/26/07$41.45$49.926.0+20.4%

* Net buy prices include commissions.

  Stocks Sold Over Past 13 Weeks

Company Name Stock
Symbol
Buy
Date
NetBuy
Price*
Sell
Date
NetSell
Price*
Weeks
Held
Gain
(Loss)
Atwood Oceanics Inc.ATW11/29/07$84.0312/04/07$85.850.7+2.2%
Open Text Corp.OTEX11/30/07$33.9012/04/07$32.210.6-5.0%
Pericom SemiconductorPSEM11/02/07$15.7811/29/07$16.993.9+7.6%
Blue Coat Systems Inc.BCSI11/20/07$38.9211/27/07$33.751.0-13.3%
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%

* 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

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

Copyright © 2007 Deen Capital Management, Inc.