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: +69.3% for the 60 months ending March 20, 2018 (vs. +92.1% for the S&P)
For complete performance data, click here
Vol.16 #57 Wednesday, March 21, 2018 3:24PM EDT

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

Market Stance: BULLISH (since March 20, 2018)

Contents

Typical Client Performance
Sold Upland Software Inc. (UPLD) +7.5%
Typical Client Portfolio
Subscription Information
Privacy Policy
Disclaimers
Contact Us

Typical Client Performance

Deen Capital S&P 500
Year-to-date as of March 20, 2018 +5.2% * +2.0%
12 months (Mar 20, 2017 to Mar 20, 2018) +12.2% * +16.6%
24 months (Mar 20, 2016 to Mar 20, 2018) +51.6% * +37.8%
36 months (Mar 20, 2015 to Mar 20, 2018) +32.2% * +36.7%
48 months (Mar 20, 2014 to Mar 20, 2018) +37.4% * +56.9%
60 months (Mar 20, 2013 to Mar 20, 2018) +69.5% * +92.1%

* 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 Upland Software Inc. (UPLD) +7.5%

Net sell price in managed accounts*$29.34
Date(s) boughtMar 5 2018
Net buy price in managed accounts*$27.30
Holding period2.3 weeks
Gain/loss in managed accounts*+7.5% (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, March 21, 2018, I sold UPLD, for both client and my personal accounts.

This sell is probably premature. I still like this stock. I would consider buying it again. But I chose to cash in our profit today because of the chart pattern. There's a possible, just barely possible, short-term double top here.

-KD, Wednesday, March 21, 2018

Typical Client Portfolio

Company Name Stock
Symbol
Buy
Date
NetBuy
Price*
Current
Price**
Weeks
Held
% of
Portfolio
Gain
(Loss)
Stoneridge Inc. SRI 03/21/18 $28.69 $28.91 0.0 6.1% +0.8%
SPDR S&P 500 ETF SPY 03/19/18 $269.92 $271.32 0.3 83.2% +0.5%
Medifast Inc. MED 03/07/18 $91.27 $91.04 2.0 5.4% -0.3%
Cash 5.3%  
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.

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 © 2018 Deen Capital Management, Inc.