The Deen's List Vol.7 #99

The Deen's List^TM

Our Goal: To outperform the S&P 500 in both up markets and down.

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

Vol.7 #99 Friday, March 13, 2009 3:47PM EDT

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

Market Stance: BULLISH (since March 13, 2009)

Contents

Performance
Bought ArcSight, Inc. (ARST)
Open Positions
Subscription Information
Privacy Policy
Disclaimers
Contact Us

Performance

Deen Capital S&P 500

Year-to-date as of March 12, 2009 -12.6% * -16.3%

12 months (Mar 12, 2008 to Mar 12, 2009) -28.1% * -41.1%

24 months (Mar 12, 2007 to Mar 12, 2009) -20.8% * -44.2%

36 months (Mar 12, 2006 to Mar 12, 2009) -8.8% * -37.7%

48 months (Mar 12, 2005 to Mar 12, 2009) +13.6% * -32.8%

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

Click here for more performance data.

Click here for information on managed accounts.

Bought ArcSight, Inc. (ARST)

Initial percent of portfolio (approx.) 10.0%

Net buy price in managed accounts* $11.74

Most recent close (Mar 12) $11.06

Net change (based on net buy price) +0.68

Today's volume as of 3:32pm ET 1.2 million ($13.7 million)

Average daily volume 249,800 ($2.9 million)

This year's earnings-per-share $0.29 (est)

Next year's earnings-per-share $0.40 (est)

P/E using next year's earnings 29.3 (est)

Earnings growth rate, next 5 years 23% per year (est)

Corporate Headquarters Cupertino, CA

Web site www.arcsight.com

* Buy prices shown are net after commissions and fees.

Today, Friday, March 13, 2009, I bought ARST, first for client accounts, then for my personal accounts.

ArcSight, Inc. develops and markets computer security software.

I am adding to our position in this stock, because I believe today is a second excellent entry point.

My original buy article, from one week ago today, may be found here:

http://www.deencapital.com/newslett/2009/090306.92.html#2

-KD, Friday, March 13, 2009

Open Positions

Model Portfolio

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

ArcSight, Inc. ARST 03/13/09 $11.74 $11.71 0.0 4.9% -0.3%

S&P Depositary Receipt SPY 03/11/09 $73.05 $76.03 0.3 19.8% +4.1%

S&P Depositary Receipt SPY 03/10/09 $70.90 $76.03 0.4 55.5% +7.2%

ArcSight, Inc. ARST 03/06/09 $10.98 $11.71 1.0 5.1% +6.6%

AutoZone Inc. AZO 03/03/09 $153.61 $160.93 1.4 4.1% +4.8%

Cash 10.7%

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.

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.

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 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
PO Box 30925
Santa Barbara, CA 93130
(800) 353-4990
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