The Deen's List Vol.7 #263

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 #263 Friday, October 23, 2009 10:09PM EDT

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

Market Stance: BEARISH (since October 23, 2009)

Contents

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

Market Timing Alert: BEARISH

Two out of 3 of my indicators are very bearish at the end of the week, and, consequently, I am turning bearish.

I hasten to add, though, that I have erred on the side of caution a few too many times, and I am well aware that this could be yet another such time.

I moved to a mostly cash position earlier today. Risk is unusually high right now.

-KD, Friday, October 23, 2009

Performance

Deen Capital S&P 500

Year-to-date as of October 22, 2009 +21.0% * +23.5%

12 months (Oct 22, 2008 to Oct 22, 2009) +13.4% * +25.2%

24 months (Oct 22, 2007 to Oct 22, 2009) -8.9% * -23.9%

36 months (Oct 22, 2006 to Oct 22, 2009) +22.5% * -14.8%

48 months (Oct 22, 2005 to Oct 22, 2009) +53.4% * +0.7%

* 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)

Apple, Inc. AAPL 10/21/09 $205.93 $203.94 0.3 4.9% -1.0%

Telestone Technology TSTC 10/21/09 $10.91 $10.80 0.3 4.9% -1.0%

Diedrich Coffee Inc. DDRX 10/19/09 $28.03 $29.62 0.6 5.5% +5.7%

AsiaInfo Holdings Inc. ASIA 10/14/09 $23.38 $22.46 1.3 4.8% -3.9%

Interactive Intelligence ININ 10/13/09 $21.49 $22.00 1.4 5.1% +2.4%

China Automotive Systems CAAS 10/09/09 $10.51 $12.22 2.0 5.8% +16.3%

Lincoln Educational LINC 09/28/09 $22.65 $24.14 3.6 5.0% +6.6%

Cash 64.0%

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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