The Deen's List Vol.6 #303

The Deen's List^TM

Our Goal: To outperform the S&P through up markets and down.

A service of Deen Capital Management, Inc. (www.deencapital.com)

Vol.6 #303 Thursday, September 18, 2008 3:49PM EDT

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

Market Stance: BULLISH (since September 18, 2008)

Contents

Market Timing Alert: BULLISH
Performance
Open Positions
Subscription Information
Privacy Policy
Disclaimers
Contact Us

Market Timing Alert: BULLISH

I'm seeing an extreme selloff/rebound today -- on extremely heavy volume -- even heavier than recent panic selling volume.

My indicators are still bearish, and yet I think this signals at least a trading rally -- maybe a few days to a couple of weeks. I'm ready to shift back to a bearish stance on a dime.

-KD, Thursday, September 18, 2008

Performance

Deen Capital S&P 500

Year-to-date as of September 17, 2008 -15.6% * -20.1%

12 months (Sep 17, 2007 to Sep 17, 2008) -9.5% * -20.1%

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

Click here for more performance data.

Click here for information on managed accounts.

Open Positions

Model Portfolio

Company Name Stock
Symbol Buy
Date NetBuy
Price* Current
Price** Weeks
Held % of
Portfolio Gain
(Loss)

Royal Gold Inc. RGLD 09/18/08 $37.77 $37.61 0.0 5.8% -0.4%

Estee Lauder Cos Inc. EL 08/18/08 $51.31 $51.56 4.4 5.2% +0.5%

Thoratec Corp. THOR 08/05/08 $23.18 $28.13 6.3 7.6% +21.4%

Covidien, Ltd. COV 08/05/08 $52.60 $55.52 6.3 6.6% +5.6%

Varian Medical Systems VAR 07/24/08 $59.79 $59.64 8.0 6.4% -0.3%

Cash 68.3%

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 List^TM, an e-mail stock newsletter from Deen Capital Management, Inc.

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Disclaimers

All stocks discussed in The Deen's List^TM involve a high degree of risk. It should not be assumed that any stock discussed in The Deen's List^TM 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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