The Deen's ListTM
A service of Deen Capital Management, Inc. (www.deencapital.com)
Our goal: Outperform the S&P 500 in both up markets and down.
Our result: +59.4% for the 60 months ending June 28, 2010 (vs. -1.1% for the S&P)
For complete performance data, click here
Vol.8 #144 Tuesday, June 29, 2010 4:04PM EDT

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

Market Stance: BEARISH (since June 25, 2010)

Contents

Typical Client Performance
Sold American Public Education (APEI) -6.7%
Sold Cirrus Logic Inc. (CRUS) +3.1%
Sold Deckers Outdoor Corp. (DECK) -11.3%
Sold Entropic Communications (ENTR) -0.5%
Sold iGATE Corp. (IGTE) -4.6%
Sold SMART Modular Technologies (SMOD) -11.4%
Typical Client Portfolio
Subscription Information
Privacy Policy
Disclaimers
Contact Us

Typical Client Performance

Deen Capital S&P 500
Year-to-date as of June 28, 2010 +4.0% * -2.8%
12 months (Jun 28, 2009 to Jun 28, 2010) +21.4% * +19.2%
24 months (Jun 28, 2008 to Jun 28, 2010) +3.2% * -11.9%
36 months (Jun 28, 2007 to Jun 28, 2010) +8.6% * -23.7%
48 months (Jun 28, 2006 to Jun 28, 2010) +30.8% * -6.2%
60 months (Jun 28, 2005 to Jun 28, 2010) +59.4% * -1.1%

* 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 American Public Education (APEI) -6.7%

Net sell price in managed accounts*$44.35
Date(s) boughtJun 17 2010
Net buy price in managed accounts*$47.56
Holding period1.7 weeks
Gain/loss in managed accounts*-6.7% (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, June 29, 2010, I sold APEI, for both client and my personal accounts.

The market is down sharply today. My expectation of a rally is out the window. I'm raising cash.

-KD, Tuesday, June 29, 2010

Sold Cirrus Logic Inc. (CRUS) +3.1%

Net sell price in managed accounts*$16.01
Date(s) boughtJun 16 2010
Net buy price in managed accounts*$15.53
Holding period1.9 weeks
Gain/loss in managed accounts*+3.1% (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, June 29, 2010, I sold CRUS, for both client and my personal accounts.

The market is down sharply today. My expectation of a rally is out the window. I'm raising cash.

-KD, Tuesday, June 29, 2010

Sold Deckers Outdoor Corp. (DECK) -11.3%

Net sell price in managed accounts*$143.37
Date(s) boughtJun 17 2010
Net buy price in managed accounts*$161.60
Holding period1.7 weeks
Gain/loss in managed accounts*-11.3% (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, June 29, 2010, I sold DECK, for both client and my personal accounts.

The market is down sharply today. My expectation of a rally is out the window. I'm raising cash.

-KD, Tuesday, June 29, 2010

Sold Entropic Communications (ENTR) -0.5%

Net sell price in managed accounts*$6.38
Date(s) boughtJun 21 2010
Net buy price in managed accounts*$6.41
Holding period1.1 weeks
Gain/loss in managed accounts*-0.5% (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, June 29, 2010, I sold ENTR, for both client and my personal accounts.

The market is down sharply today. My expectation of a rally is out the window. I'm raising cash.

-KD, Tuesday, June 29, 2010

Sold iGATE Corp. (IGTE) -4.6%

Net sell price in managed accounts*$13.26
Date(s) boughtJun 17 2010
Net buy price in managed accounts*$13.90
Holding period1.7 weeks
Gain/loss in managed accounts*-4.6% (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, June 29, 2010, I sold IGTE, for both client and my personal accounts.

The market is down sharply today. My expectation of a rally is out the window. I'm raising cash.

-KD, Tuesday, June 29, 2010

Sold SMART Modular Technologies (SMOD) -11.4%

Net sell price in managed accounts*$6.02
Date(s) boughtJun 18 2010
Net buy price in managed accounts*$6.79
Holding period1.6 weeks
Gain/loss in managed accounts*-11.4% (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, June 29, 2010, I sold SMOD, for both client and my personal accounts.

The market is down sharply today. My expectation of a rally is out the window. I'm raising cash.

-KD, Tuesday, June 29, 2010

Typical Client Portfolio

Company Name Stock
Symbol
Buy
Date
NetBuy
Price*
Current
Price**
Weeks
Held
% of
Portfolio
Gain
(Loss)
S&P Depositary Receipt SPY 06/28/10 $107.83 $104.21 0.1 39.6% -3.4%
Tibco Software Inc. TIBX 06/25/10 $12.82 $11.99 0.6 4.8% -6.5%
Cash 55.6%  
Total 100%  

* Buy prices shown are net after commissions.

** 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

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