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: +53.7% for the 60 months ending July 22, 2010 (vs. -1.9% for the S&P)
For complete performance data, click here
Vol.8 #158 Saturday, July 24, 2010 4:32AM EDT

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

Market Stance: BULLISH (since July 24, 2010)

Contents

Market Timing Alert: BULLISH
Typical Client Performance
Typical Client Portfolio
Subscription Information
Privacy Policy
Disclaimers
Contact Us

Market Timing Alert: BULLISH

A strong week has ended on a very strong note. My indicators are 2-out-of-3 bullish, and my single most important indicator, the performance of my stock picks, is extremely bullish. Heavy buying volume has returned, especially for growth stocks, especially Friday. And the NASDAQ is leading the way higher.

All this suggests to me a superb environment for my style of stock picking, an environment likely to persist for a few weeks or months.

Happily, I loaded up on SPY Thursday, which enabled us to outperform yesterday. I'll say more about that in my weekly status report later today.

-KD, Saturday, July 24, 2010

Typical Client Performance

Deen Capital S&P 500
Year-to-date as of July 22, 2010 +2.6% * -0.9%
12 months (Jul 22, 2009 to Jul 22, 2010) +14.9% * +16.9%
24 months (Jul 22, 2008 to Jul 22, 2010) +0.4% * -10.2%
36 months (Jul 22, 2007 to Jul 22, 2010) +5.9% * -23.8%
48 months (Jul 22, 2006 to Jul 22, 2010) +32.0% * -4.1%
60 months (Jul 22, 2005 to Jul 22, 2010) +53.7% * -1.9%

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

Click here for more performance data.

Click here for information on managed accounts.

Typical Client Portfolio

Company Name Stock
Symbol
Buy
Date
NetBuy
Price*
Current
Price
Weeks
Held
% of
Portfolio
Gain
(Loss)
S&P Depositary Receipt SPY 07/22/10 $109.60 $110.41 0.3 62.6% +0.7%
Cytec Industries Inc. CYT 07/21/10 $50.06 $50.68 0.4 5.0% +1.2%
Cyberonics Inc. CYBX 07/20/10 $21.69 $24.20 0.6 5.5% +11.6%
Cirrus Logic Inc. CRUS 07/20/10 $18.04 $19.82 0.6 5.4% +9.9%
iGATE Corp. IGTE 07/19/10 $16.02 $17.43 0.7 5.3% +8.8%
Adtran Inc. ADTN 07/14/10 $31.03 $32.29 1.4 5.2% +4.0%
Cash 11.1%  
Total 100%  

* Buy prices shown are net after commissions.

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 © 2010 Deen Capital Management, Inc.