The Deen's List Vol.7 #241

The Deen's List^TM

Our goal since Oct. 2005: Outperform the S&P through up markets and down.

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

Vol.7 #241 Saturday, September 26, 2009 8:19PM EDT

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

Market Stance: BEARISH (since September 26, 2009)

Contents

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

Market Timing Alert: BEARISH

My indicators have turned overall bearish. When they end the week in this condition, I almost always follow suit and turn bearish.

In other words, I view market risk as abnormally high at this time. Best to play it safe for awhile, and sit on (mostly) cash. Late Friday, I moved from 100% stocks to 41% stocks, 59% cash.

-KD, Saturday, September 26, 2009

Performance

Deen Capital S&P 500

Year-to-date as of September 25, 2009 +14.8% * +17.8%

12 months (Sep 25, 2008 to Sep 25, 2009) +3.6% * -11.2%

24 months (Sep 25, 2007 to Sep 25, 2009) -11.9% * -27.8%

36 months (Sep 25, 2006 to Sep 25, 2009) +14.0% * -16.0%

48 months (Sep 25, 2005 to Sep 25, 2009) +41.7% * -6.7%

* 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)

SmartHeat Inc. HEAT 09/25/09 $11.68 $11.65 0.1 4.9% -0.3%

China TransInfo Tech. Corp. CTFO 09/22/09 $8.52 $7.79 0.6 4.0% -8.5%

RINO International Corp. RINO 09/17/09 $14.10 $17.31 1.3 6.1% +22.7%

Ulta Salon, Cosmetics ULTA 09/16/09 $15.02 $15.63 1.4 5.2% +4.0%

Bio-Reference Labs, Inc. BRLI 09/16/09 $34.54 $33.34 1.4 4.8% -3.5%

China Fire & Security Group CFSG 09/14/09 $17.04 $18.89 1.7 5.4% +10.8%

Hi-Tech Pharmacal Co. Inc. HITK 09/09/09 $21.14 $19.67 2.4 4.6% -7.0%

Zhongpin, Inc. HOGS 09/08/09 $11.75 $14.78 2.6 6.1% +25.8%

Cash 58.9%

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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(800) 353-4990
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