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 #292 Tuesday, November 24, 2009 10:22AM EST

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

Market Stance: BEARISH (since November 24, 2009)

Contents

Performance
Sold China Automotive Systems (CAAS) -3.3%
Sold China Green Agriculture Inc. (CGA) -0.9%
Sold China-Biotics Inc. (CHBT) -2.2%
Sold SmartHeat Inc. (HEAT) +15.0%
Sold RINO International Corp. (RINO) -3.2%
Sold Ultra S&P500 ProShares (SSO) +1.0%
Sold Telestone Technology (TSTC) +3.6%
Open Positions
Subscription Information
Privacy Policy
Disclaimers
Contact Us

Performance

Deen Capital S&P 500
Year-to-date as of November 23, 2009 +21.2% * +25.2%
12 months (Nov 23, 2008 to Nov 23, 2009) +19.9% * +41.8%
24 months (Nov 23, 2007 to Nov 23, 2009) -9.2% * -19.5%
36 months (Nov 23, 2006 to Nov 23, 2009) +19.1% * -16.0%
48 months (Nov 23, 2005 to Nov 23, 2009) +43.5% * -5.0%

* 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 China Automotive Systems (CAAS) -3.3%

Net sell price in managed accounts*$16.13
Date(s) boughtNov 17 2009
Net buy price in managed accounts*$16.67
Holding period1.0 weeks
Gain/loss in managed accounts*-3.3% (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, Tuesday, November 24, 2009, I sold CAAS, first for client accounts, then for my personal accounts.

I still like this stock, and I would certainly consider buying it again, but this morning I am turning bearish and selling all Chinese stocks plus our leveraged S&P 500 ProShares as a risk management move.

-KD, Tuesday, November 24, 2009

Sold China Green Agriculture Inc. (CGA) -0.9%

Net sell price in managed accounts*$15.39
Date(s) boughtNov 18 2009
Net buy price in managed accounts*$15.54
Holding period0.9 weeks
Gain/loss in managed accounts*-0.9% (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, Tuesday, November 24, 2009, I sold CGA, first for client accounts, then for my personal accounts.

I still like this stock, and I would certainly consider buying it again, but this morning I am turning bearish and selling all Chinese stocks plus our leveraged S&P 500 ProShares as a risk management move.

-KD, Tuesday, November 24, 2009

Sold China-Biotics Inc. (CHBT) -2.2%

Net sell price in managed accounts*$14.41
Date(s) boughtNov 20 2009
Net buy price in managed accounts*$14.74
Holding period0.6 weeks
Gain/loss in managed accounts*-2.2% (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, Tuesday, November 24, 2009, I sold CHBT, first for client accounts, then for my personal accounts.

I still like this stock, and I would certainly consider buying it again, but this morning I am turning bearish and selling all Chinese stocks plus our leveraged S&P 500 ProShares as a risk management move.

-KD, Tuesday, November 24, 2009

Sold SmartHeat Inc. (HEAT) +15.0%

Net sell price in managed accounts*$13.01
Date(s) boughtNov 16 2009
Net buy price in managed accounts*$11.31
Holding period1.1 weeks
Gain/loss in managed accounts*+15.0% (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, Tuesday, November 24, 2009, I sold HEAT, first for client accounts, then for my personal accounts.

I still like this stock, and I would certainly consider buying it again, but this morning I am turning bearish and selling all Chinese stocks plus our leveraged S&P 500 ProShares as a risk management move.

-KD, Tuesday, November 24, 2009

Sold RINO International Corp. (RINO) -3.2%

Net sell price in managed accounts*$26.60
Date(s) boughtNov 16 2009
Net buy price in managed accounts*$27.48
Holding period1.1 weeks
Gain/loss in managed accounts*-3.2% (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, Tuesday, November 24, 2009, I sold RINO, first for client accounts, then for my personal accounts.

I still like this stock, and I would certainly consider buying it again, but this morning I am turning bearish and selling all Chinese stocks plus our leveraged S&P 500 ProShares as a risk management move.

-KD, Tuesday, November 24, 2009

Sold Ultra S&P500 ProShares (SSO) +1.0%

Net sell price in managed accounts*$37.16
Date(s) boughtNov 13 2009
Net buy price in managed accounts*$36.79
Holding period1.6 weeks
Gain/loss in managed accounts*+1.0% (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, Tuesday, November 24, 2009, I sold SSO, first for client accounts, then for my personal accounts.

I still like this stock, and I would certainly consider buying it again, but this morning I am turning bearish and selling all Chinese stocks plus our leveraged S&P 500 ProShares as a risk management move.

-KD, Tuesday, November 24, 2009

Sold Telestone Technology (TSTC) +3.6%

Net sell price in managed accounts*$12.16
Date(s) boughtNov 13 2009
Net buy price in managed accounts*$11.74
Holding period1.6 weeks
Gain/loss in managed accounts*+3.6% (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, Tuesday, November 24, 2009, I sold TSTC, first for client accounts, then for my personal accounts.

I still like this stock, and I would certainly consider buying it again, but this morning I am turning bearish and selling all Chinese stocks plus our leveraged S&P 500 ProShares as a risk management move.

-KD, Tuesday, November 24, 2009

Open Positions

Model Portfolio

Company Name Stock
Symbol
Buy
Date
NetBuy
Price*
Current
Price**
Weeks
Held
% of
Portfolio
Gain
(Loss)
S&P Depositary Receipt SPY 11/16/09 $110.45 $110.32 1.1 24.5% -0.1%
S&P Depositary Receipt SPY 11/13/09 $109.96 $110.32 1.6 24.8% +0.3%
Priceline.com Inc. PCLN 11/10/09 $203.56 $210.98 2.0 5.0% +3.6%
Rehabcare Group Inc. RHB 11/05/09 $24.32 $27.88 2.7 5.4% +14.6%
Cash 40.2%  
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.

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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.

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