The Deen's ListTM
A service of Deen Capital Management, Inc. (www.deencapital.com)
Vol.5 #323 Friday, December 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 December 21, 2007

Deen Capital+28.6%*
S&P 500+6.5%

* 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: BULLISH (since December 21, 2007)

Today's (Friday's) big rally has all the earmarks of the real deal -- a signal event marking a change in the market's direction. The market gapped up at the open, continued to rise, and closed very near the high. The major indices all gained more than 1.5%, with the NASDAQ leading the way with a 1.9% gain. What clinches the deal, in my view, is volume, which was surprisingly heavy for any day, much less the Friday before Christmas.

There were also plenty of good-looking stock breakouts today.

The economy may slip into recession early next year, as credit market and real estate woes continue to mount. Yet bull markets are known for climbing a wall of worry, and, in the end, it is psychology which is the most powerful determinant of the market's direction. And psychology appears to have turned positive.

My technical indicators do not quite support this view. They are improving, with two now neutral and one bearish (one week ago they were unanimously bearish), but that still counts as overall bearish. I'm turning bullish anyway on the strength of today's big move. My bullish stance, though, hinges on the continuing improvement of these indicators. I think there's a at least a fair chance they may go overall bullish sometime next week -- even though next week is only three and a half days long.

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:  +0.0 BEARISH       +3.9 NEUTRAL (2)

Market Internals:                    26% BEARISH        38% NEUTRAL (3)

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

Stocks:Cash ratio (average):              54:46              42:58

(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 21, 2007

  Open Positions

Company Name Stock
Symbol
Buy
Date
NetBuy
Price*
Current
Price
Weeks
Held
Gain
(Loss)
Progress SoftwarePRGS12/21/07$34.01$33.620.0-1.2%
Google, Inc.GOOG12/21/07$697.17$696.690.0-0.1%
Quicksilver Res Inc.KWK12/20/07$57.90$59.340.1+2.5%
B/E Aerospace Inc.BEAV12/19/07$51.55$53.120.3+3.0%
Apple, Inc.AAPL12/19/07$183.94$193.910.3+5.4%
Best Buy Co. Inc.BBY12/18/07$51.47$52.480.4+2.0%
Microsoft Corp.MSFT12/05/07$33.93$36.062.3+6.3%
J. Crew Group Inc.JCG11/30/07$47.38$50.443.0+6.5%

* 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)
Greif Inc. Cl AGEF12/07/07$64.5612/19/07$64.191.7-0.6%
Priceline.com Inc.PCLN11/09/07$102.1312/17/07$110.915.4+8.6%
Amedisys Inc.AMED11/09/07$41.5612/17/07$42.185.4+1.5%
EnerSysENS11/13/07$19.2512/17/07$23.494.9+22.0%
Flowserve Corp.FLS11/16/07$92.5812/17/07$94.714.4+2.3%
MasterCard Inc.MA11/28/07$191.3012/17/07$208.452.7+9.0%
DryShips Inc.DRYS11/28/07$86.4412/17/07$80.692.7-6.6%
NDS Group plc ADSNNDS11/30/07$58.4012/14/07$57.902.0-0.9%
Open Text Corp.OTEX12/12/07$32.6912/13/07$30.690.1-6.1%
OSI Pharmaceuticals Inc.OSIP10/26/07$41.4512/11/07$46.796.6+12.9%
Sigma Designs Inc.SIGM11/29/07$67.3912/11/07$66.611.7-1.2%
Western Digital Corp.WDC12/06/07$30.3212/11/07$29.970.7-1.1%
Pericom SemiconductorPSEM12/06/07$17.0512/11/07$17.760.7+4.1%
Open Text Corp.OTEX12/06/07$33.4512/11/07$32.470.7-2.9%
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%

* 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.

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Copyright © 2007 Deen Capital Management, Inc.