The Deen's List Vol.8 #176

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 #176 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

Typical Client Performance
Sold DDi Corp. (DDIC) -13.0%
Sold Nova Measuring Instruments (NVMI) -9.5%
Sold Ultra Clean Holdings (UCTT) -7.8%
Typical Client Portfolio
Subscription Information
Privacy Policy
Disclaimers
Contact Us

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.

Sold DDi Corp. (DDIC) -13.0%

Net sell price in managed accounts* $8.25

Date(s) bought Aug 2 2010

Net buy price in managed accounts* $9.48

Holding period 1.3 weeks

Gain/loss in managed accounts* -13.0% (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, Wednesday, August 11, 2010, I sold DDIC, for both client and my personal accounts.

This stock is down sharply this morning, and is trading below my stop loss price of $8.90.

-KD, Wednesday, August 11, 2010

Sold Nova Measuring Instruments (NVMI) -9.5%

Net sell price in managed accounts* $5.66

Date(s) bought Aug 3 2010

Net buy price in managed accounts* $6.25

Holding period 1.1 weeks

Gain/loss in managed accounts* -9.5% (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, Wednesday, August 11, 2010, I sold NVMI, for both client and my personal accounts.

This stock is our worst performer this morning, down some 12% since yesterday's close. In view of my newly bearish stance, that's reason enough to sell.

-KD, Wednesday, August 11, 2010

Sold Ultra Clean Holdings (UCTT) -7.8%

Net sell price in managed accounts* $9.68

Date(s) bought Jul 27 2010

Net buy price in managed accounts* $10.50

Holding period 2.1 weeks

Gain/loss in managed accounts* -7.8% (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, Wednesday, August 11, 2010, I sold UCTT, for both client and my personal accounts.

I am looking at all my stocks now with an eye towards selling -- moving to cash -- in order to stop the bleeding. We are down sharply today, and I suspect there may be a lot more downside to come.

-KD, Wednesday, August 11, 2010

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 $44.16 0.1 6.1% -3.4%

Ballantyne Strong, Inc. BTN 08/09/10 $9.32 $7.97 0.3 5.4% -14.5%

Radiant Systems Inc. RADS 08/06/10 $16.40 $16.13 0.7 6.2% -1.6%

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 $287.27 1.0 5.2% +1.2%

Herbalife Ltd. HLF 08/04/10 $54.77 $55.26 1.0 5.2% +0.9%

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 $20.53 1.7 5.2% +3.6%

Informatica Corp. INFA 07/26/10 $31.21 $29.25 2.3 4.9% -6.3%

Advanced Energy Industries AEIS 07/26/10 $17.20 $15.94 2.3 4.8% -7.3%

S&P Depositary Receipt SPY 07/22/10 $109.60 $109.53 2.9 0.8% -0.1%

Cytec Industries Inc. CYT 07/21/10 $50.06 $48.01 3.0 4.9% -4.1%

iGATE Corp. IGTE 07/19/10 $16.02 $15.43 3.3 4.9% -3.7%

Adtran Inc. ADTN 07/14/10 $31.03 $30.32 4.0 5.1% -2.3%

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.

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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
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