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 #101 Tuesday, March 18, 2008 9:30PM ET

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

Contents

Market Timing Alert: BULLISH
Year-To-Date Performance
Open Positions
Subscription Information
Privacy Policy
Disclaimers
Contact Us

Market Timing Alert: BULLISH

This is it. This is the moment I've been waiting for. We have an early indication that the market has turned. I strongly suspect now that we have just crossed over to the other side. That a major bottom is behind us. That the bear market is over.

I have a bullish signal from my NASDAQ Timing Model as of the close today, and also my market internals indicator turned bullish late today. That's two out of three of my indicators which are now bullish. I haven't seen that in months.

The near-collapse of Bear Stearns, which we just learned about over the weekend, is a huge negative, but the Fed's historic and very aggressive recent stimulative actions, including a rescue of the Wall Street firm and a 3/4-point rate cut today, are a huge positive.

Also, and this is probably even more important, two other Wall Street firms, Lehman Brothers and Goldman Sachs, came out with earnings this morning that were well above estimates, suggesting that the issues which brought down Bear Stearns may not be as widespread as feared.

In any case, the market's response to news is even more important than the news itself, and today's good news sparked one whale of a rally, accompanied by expanding volume. (The last big rally, exactly one week ago today, was accompanied by receding volume. This is a key difference in my book.)

It's time to put our cash to work.

-KD, March 18, 2008

Year-To-Date Performance

Year-To-Date as of March 18, 2008

Deen Capital -9.0% *
S&P 500 -8.9%

* 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 .

Open Positions

Company Name Stock
Symbol
Buy
Date
NetBuy
Price*
Current
Price
Weeks
Held
% of
Portfolio
Gain
(Loss)
Swift Energy Co. SFY 03/18/08 $45.36 $45.51 0.0 6.9% +0.3%
Kirby Corp. KEX 03/18/08 $49.52 $52.26 0.0 8.2% +5.5%
Partner Communications ADS PTNR 03/13/08 $23.10 $22.56 0.7 4.9% -2.3%
Baytex Energy Trust BTE 03/13/08 $22.91 $22.99 0.7 4.9% +0.4%
Air Methods Corp. AIRM 03/13/08 $45.30 $46.77 0.7 5.1% +3.3%
Stepan Co. SCL 03/11/08 $36.15 $38.25 1.0 6.3% +5.8%
FTI Consulting Inc. FCN 03/11/08 $63.76 $70.55 1.0 5.3% +10.6%
FTI Consulting Inc. FCN 03/03/08 $62.52 $70.55 2.1 5.6% +12.8%
Cash 52.9%  

* Net buy prices include 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 © 2008 Deen Capital Management, Inc.