The Deen's List Vol.6 #335

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 #335 Thursday, November 6, 2008 7:40AM EST

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

Market Stance: BEARISH (since November 6, 2008)

Contents

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

Market Timing Alert: BEARISH

My indicators came very very close to turning bullish, but never quite made it. I anticipated a likely buy signal from my NASDAQ Timing Model. It didn't happen. I anticipated a post-election rally. It didn't happen. And now my indicators, and the market, are weakening. Looks like I was wrong.

Yesterday's selloff could be the start of a new down leg. I already went from 0% cash to 83% cash yesterday, so we're well-positioned to weather this latest installment of the ongoing bear market.

-KD, Thursday, November 6, 2008

Performance

Deen Capital S&P 500

Year-to-date as of November 5, 2008 -21.6% * -33.9%

12 months (Nov 5, 2007 to Nov 5, 2008) -23.3% * -35.2%

24 months (Nov 5, 2006 to Nov 5, 2008) +7.8% * -27.4%

* 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)

Thoratec Corp. THOR 10/31/08 $24.67 $23.92 0.9 7.9% -3.0%

LHC Group Inc. LHCG 10/30/08 $30.61 $33.58 1.0 8.9% +9.7%

Cash 83.2%

Total 100%

* Buy prices shown are net after commissions and fees.

Subscription Information

Welcome to The Deen's List^TM, 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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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.

The Deen's List
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