The Deen's ListTM
Our Goal: To outperform the S&P through up markets and down.
A service of Deen Capital Management, Inc. (www.deencapital.com)
Vol.6 #98 Monday, March 17, 2008 3:50PM ET

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

Market Stance: BEARISH (since February 29, 2008)

Contents

Year-To-Date Performance
Sold Chart Industries Inc (GTLS) -6.2% (after commissions)
Sold PetroQuest Energy (PQ) -0.5% (after commissions)
Open Positions
Subscription Information
Privacy Policy
Disclaimers
Contact Us

Year-To-Date Performance

Year-To-Date as of March 14, 2008

Deen Capital -10.1% *
S&P 500 -11.9%

* 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 .

Sold Chart Industries Inc (GTLS) -6.2% (after commissions)

Net sell price in managed accounts*$33.11
Date(s) boughtMar 11 2008
Net buy price in managed accounts*$35.31
Holding period0.9 weeks
Gain/loss in managed accounts-6.2% (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.

In the final half hour today, the stock is trading below my stop-loss price of $34.

-KD, March 17, 2008

Sold PetroQuest Energy (PQ) -0.5% (after commissions)

Net sell price in managed accounts*$15.15
Date(s) boughtFeb 26 2008
Net buy price in managed accounts*$15.23
Holding period2.9 weeks
Gain/loss in managed accounts-0.5% (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.

Oil futures and practically all oil stocks are down sharply today on fears the global economy will be worse than previously thought. I am lightening up on our oil holdings -- these are our poorest performers today.

We had a gain in PQ until today, which has now turned into a small loss. I view that as another reason to sell.

-KD, March 17, 2008

Open Positions

Company Name Stock
Symbol
Buy
Date
NetBuy
Price*
Current
Price**
Weeks
Held
% of
Portfolio
Gain
(Loss)
Partner Communications ADS PTNR 03/13/08 $23.10 $22.19 0.6 4.9% -3.9%
Baytex Energy Trust BTE 03/13/08 $22.91 $22.03 0.6 4.8% -3.8%
Air Methods Corp. AIRM 03/13/08 $45.30 $43.60 0.6 4.8% -3.7%
Stepan Co. SCL 03/11/08 $36.15 $37.27 0.9 6.2% +3.1%
FTI Consulting Inc. FCN 03/11/08 $63.76 $67.80 0.9 5.2% +6.3%
FTI Consulting Inc. FCN 03/03/08 $62.52 $67.80 2.0 5.5% +8.4%
Cash 68.8%  

* Net buy prices include commissions.

** 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 © 2008 Deen Capital Management, Inc.