The Deen's List Vol.8 #175

The Deen's List^TM

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: +62.7% for the 60 months ending August 10, 2010 (vs. +0.9% for the S&P)

For complete performance data, click here

Vol.8 #175 Wednesday, August 11, 2010 11:59AM EDT

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

Market Stance: BEARISH (since August 11, 2010)

Contents

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

Market Timing Alert: BEARISH

I view this morning's sharp selloff very seriously. This looks like an important shift in market sentiment. I also have a repeat sell signal from my NASDAQ Timing Model. And my stock picks are now suddenly performing very poorly as a group.

-KD, Wednesday, August 11, 2010

Typical Client Performance

Deen Capital S&P 500

Year-to-date as of August 10, 2010 +4.7% * +1.6%

12 months (Aug 10, 2009 to Aug 10, 2010) +13.6% * +13.5%

24 months (Aug 10, 2008 to Aug 10, 2010) +4.6% * -9.4%

36 months (Aug 10, 2007 to Aug 10, 2010) +12.3% * -17.6%

48 months (Aug 10, 2006 to Aug 10, 2010) +32.1% * -4.2%

60 months (Aug 10, 2005 to Aug 10, 2010) +62.7% * +0.9%

* 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)

Fossil Inc. FOSL 08/10/10 $45.71 $44.27 0.1 6.1% -3.1%

Ballantyne Strong, Inc. BTN 08/09/10 $9.32 $7.98 0.3 5.4% -14.4%

Radiant Systems Inc. RADS 08/06/10 $16.40 $16.20 0.7 6.2% -1.2%

GT Solar International, Inc. SOLR 08/05/10 $7.78 $7.87 0.9 6.3% +1.1%

Priceline.com Inc. PCLN 08/04/10 $283.86 $287.99 1.0 5.2% +1.5%

Herbalife Ltd. HLF 08/04/10 $54.77 $55.41 1.0 5.2% +1.2%

Skyworks Solutions SWKS 07/30/10 $17.62 $17.19 1.7 5.0% -2.4%

Ancestry.com Inc. ACOM 07/30/10 $19.82 $20.55 1.7 5.2% +3.7%

Informatica Corp. INFA 07/26/10 $31.21 $29.27 2.3 4.9% -6.2%

Advanced Energy Industries AEIS 07/26/10 $17.20 $16.02 2.3 4.8% -6.8%

S&P Depositary Receipt SPY 07/22/10 $109.60 $109.67 2.9 0.8% +0.1%

Cytec Industries Inc. CYT 07/21/10 $50.06 $48.07 3.0 4.9% -4.0%

iGATE Corp. IGTE 07/19/10 $16.02 $15.45 3.3 4.9% -3.5%

Adtran Inc. ADTN 07/14/10 $31.03 $30.35 4.0 5.1% -2.2%

Cash 30.8%

Total 100%

* Buy prices shown are net after commissions.

** Current prices are at least 20 minutes old.

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.

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.

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 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
PO Box 30925
Santa Barbara, CA 93130
(800) 353-4990
deenslist@deencapital.com