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 #260 Friday, August 15, 2008 3:42PM EDT

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

Market Stance: BULLISH (since July 17, 2008)

Contents

Performance
Sold Innophos Holdings Inc. (IPHS)
Open Positions
Subscription Information
Privacy Policy
Disclaimers
Contact Us

Performance

Deen Capital S&P 500
Year-to-date as of August 14, 2008 -9.4% * -10.8%
12 months (Aug 14, 2007 to Aug 14, 2008) +6.2% * -7.5%

* An average of managed accounts, net after all commissions and fees.

Click here for more performance data.

Click here for information on managed accounts.

Sold Innophos Holdings Inc. (IPHS)

Net sell price in managed accounts*$33.70
Date(s) boughtAug 6 2008
Net buy price in managed accounts*$34.71
Holding period1.3 weeks
Gain/loss in managed accounts*-2.9% (after commissions)

* Buy and sell prices shown are net after commissions and fees. This means that the gain/loss shown is also net after transaction expenses.

Today, Friday, August 15, 2008, I sold IPHS, first for client accounts, then for my personal accounts.

This stock is down sharply today for no apparent reason. Probably just some profit-taking. I still like this stock. However, our double-digit gain is wiped out and I have a probable sell signal from my StockSell Program. That signal is based purely on proprietary technical analysis.

-KD, Friday, August 15, 2008

Open Positions

Model Portfolio

Company Name Stock
Symbol
Buy
Date
NetBuy
Price*
Current
Price**
Weeks
Held
% of
Portfolio
Gain
(Loss)
Ebix Inc. EBIX 08/14/08 $105.10 $103.39 0.1 4.9% -1.6%
Sapient Corp. SAPE 08/08/08 $8.16 $8.71 1.0 5.4% +6.8%
PAREXEL International Corp. PRXL 08/07/08 $32.62 $32.41 1.1 5.0% -0.6%
Amphenol Corp. APH 08/06/08 $48.29 $51.90 1.3 5.4% +7.5%
Thoratec Corp. THOR 08/05/08 $23.18 $24.06 1.4 6.2% +3.8%
II-VI, Inc. IIVI 08/05/08 $39.98 $46.44 1.4 5.8% +16.2%
Covidien, Ltd. COV 08/05/08 $52.60 $53.87 1.4 6.0% +2.4%
Varian Medical Systems VAR 07/24/08 $59.79 $64.84 3.1 6.7% +8.4%
Woodward Governor WGOV 07/22/08 $44.19 $46.50 3.4 5.4% +5.2%
Badger Meter Inc. BMI 07/22/08 $55.68 $53.88 3.4 5.0% -3.2%
St. Jude Medical STJ 07/16/08 $45.55 $46.05 4.3 6.3% +1.1%
Cash 37.9%  
Total 100%  

* Buy prices shown are net after commissions and fees.

** 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.