The Deen's List Vol.8 #194

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: +55.5% for the 60 months ending August 27, 2010 (vs. -2.2% for the S&P)

For complete performance data, click here

Vol.8 #194 Monday, August 30, 2010 10:09AM EDT

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

Market Stance: BEARISH (since August 11, 2010)

Contents

Typical Client Performance
Bought S&P Depositary Receipt (SPY)
Typical Client Portfolio
Subscription Information
Privacy Policy
Disclaimers
Contact Us

Typical Client Performance

Deen Capital S&P 500

Year-to-date as of August 27, 2010 -1.9% * -3.3%

12 months (Aug 27, 2009 to Aug 27, 2010) +6.0% * +5.2%

24 months (Aug 27, 2008 to Aug 27, 2010) +2.4% * -13.0%

36 months (Aug 27, 2007 to Aug 27, 2010) +3.2% * -22.4%

48 months (Aug 27, 2006 to Aug 27, 2010) +22.5% * -10.6%

60 months (Aug 27, 2005 to Aug 27, 2010) +55.5% * -2.2%

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

Click here for more performance data.

Click here for information on managed accounts.

Bought S&P Depositary Receipt (SPY)

Initial percent of portfolio (approx.) 20.0%

Net buy price in managed accounts* $106.83

Most recent close (Aug 27) $106.86

Net change (based on net buy price) -0.03

Today's volume as of 9:54am EDT 20.9 million ($2.2 billion)

Average daily volume 220.0 million ($23.5 billion)

This year's earnings-per-share n/a

Next year's earnings-per-share n/a

P/E using next year's earnings n/a

Earnings growth rate, next 5 years n/a

Corporate Headquarters n/a

Web site n/a

* Buy prices shown are net after commissions and fees.

Today, Monday, August 30, 2010, I bought SPY, for both client and my personal accounts.

I'm buying more SPY (S&P 500) this morning, continuing the move I made on Friday. Now, half of our portfolio is in SPY. This move is designed to bring our portfolio up to par with the S&P in terms of volatility (well, almost). I calculate that, even with 28% cash, we now have only a hair less risk, statistically, than the S&P.

It is possible, just possible, that last Friday may turn out to be an important market bottom.

-KD, Monday, August 30, 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 08/30/10 $106.83 $106.76 0.0 20.1% -0.1%

S&P Depositary Receipt SPY 08/27/10 $106.60 $106.76 0.4 29.9% +0.1%

VeriFone Systems, Inc. PAY 08/26/10 $24.45 $24.30 0.6 4.9% -0.6%

Radiant Systems Inc. RADS 08/12/10 $15.84 $17.21 2.6 5.5% +8.6%

Nanometrics Inc. NANO 08/12/10 $12.59 $13.93 2.6 5.7% +10.7%

GT Solar International, Inc. SOLR 08/05/10 $7.78 $7.92 3.6 6.5% +1.8%

Cash 27.7%

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