The Deen's ListTM
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 #280 Thursday, November 12, 2009 3:25PM EST

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

Market Stance: BEARISH (since October 23, 2009)

Contents

Performance
Sold Netflix Inc. (NFLX) +4.0%
Open Positions
Subscription Information
Privacy Policy
Disclaimers
Contact Us

Performance

Deen Capital S&P 500
Year-to-date as of November 11, 2009 +18.1% * +24.2%
12 months (Nov 11, 2008 to Nov 11, 2009) +12.5% * +25.5%
24 months (Nov 11, 2007 to Nov 11, 2009) -12.1% * -20.7%
36 months (Nov 11, 2006 to Nov 11, 2009) +19.6% * -15.1%
48 months (Nov 11, 2005 to Nov 11, 2009) +44.8% * -3.4%

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

Click here for more performance data.

Click here for information on managed accounts.

Sold Netflix Inc. (NFLX) +4.0%

Net sell price in managed accounts*$58.38
Date(s) boughtOct 26 2009
Net buy price in managed accounts*$56.14
Holding period2.4 weeks
Gain/loss in managed accounts*+4.0% (after commissions)

* Buy and sell prices shown are net after commissions and fees. This means that the gain/loss shown is also net after transaction expenses.

Today, Thursday, November 12, 2009, I sold NFLX, first for client accounts, then for my personal accounts.

I am probably selling prematurely ... I still like this stock ... but I am bearish, and as such I am quick (even quicker than normal) to take profits where I have them.

-KD, Thursday, November 12, 2009

Open Positions

Model Portfolio

Company Name Stock
Symbol
Buy
Date
NetBuy
Price*
Current
Price**
Weeks
Held
% of
Portfolio
Gain
(Loss)
Priceline.com Inc. PCLN 11/10/09 $203.56 $197.58 0.3 4.8% -2.9%
Rehabcare Group Inc. RHB 11/05/09 $24.32 $24.32 1.0 4.8% -0.0%
Cash 90.4%  
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 ListTM, 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.

Privacy Policy

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 ListTM involve a high degree of risk. It should not be assumed that any stock discussed in The Deen's ListTM 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.

Contact Us

The Deen's List
PO Box 30925
Santa Barbara, CA 93130
(800) 353-4990
deenslist@deencapital.com

Copyright © 2009 Deen Capital Management, Inc.