The Deen's ListTM
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A service of Deen Capital Management, Inc. (www.deencapital.com)
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Our goal: Outperform the S&P 500 in both up markets and down.
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Our result: +63.4% for the 60 months ending March 23, 2018 (vs. +83.2% for the S&P)
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For complete performance data, click here
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Vol.16 #62 |
Saturday, March 24, 2018 |
1:33PM EDT |
Please read carefully our disclaimers at the end of this newsletter.
Weekly Status Report: Contents
Typical Client Performance
Market Commentary
Typical Client Portfolio
Stocks Sold Over Past 13 Weeks
Subscription Information
Privacy Policy
Disclaimers
Contact Us
Typical Client Performance
|
Deen Capital |
S&P 500 |
Year-to-date as of March 23, 2018 |
+2.1% * |
-2.8% |
12 months (Mar 23, 2017 to Mar 23, 2018) |
+12.4% * |
+12.4% |
24 months (Mar 23, 2016 to Mar 23, 2018) |
+48.9% * |
+32.1% |
36 months (Mar 23, 2015 to Mar 23, 2018) |
+28.8% * |
+30.5% |
48 months (Mar 23, 2014 to Mar 23, 2018) |
+33.9% * |
+49.9% |
60 months (Mar 23, 2013 to Mar 23, 2018) |
+63.4% * |
+83.2% |
* An average of managed accounts, net after all commissions and fees.
Click here for more performance data.
Click here for information on managed accounts.
Market Commentary
Market Stance: BEARISH (since March 23, 2018)
Last week, the stock price declines which began a week earlier accelerated
dramatically. The S&P 500 nosedived -5.9%. Deen Capital accounts also took
a hit, but less of one: -3.6%.
My goal is to gain more on the way up, and to lose less on the way down
(than the S&P). The latter is just as important as the former.
We are now 100% in cash. My indicators have turned over and are now overall
bearish.
In my opinion, there is significant risk of further dramatic selling early
next week. Selling is accelerating, and might continue to accelerate,
possibly even reaching panic proportions.
My Three Primary Technical Indicators:
Prior week Now
---------- -------
NASDAQ Timing Model (Ver.11aa): BULLISH BULLISH (1)
Performance of Recent Stock Picks: +6.8 BULLISH +0.0 BEARISH (2)
Market Internals: 49% BULLISH 27% BEARISH (3)
-----------------------------------------------------------------------
Market's Overall Technical Rating: BULLISH BEARISH
Stocks:Cash ratio (average): 100:0 0:100
(1) A proprietary computer model based on technical analysis of the NASDAQ
Composite.
(2) This number (from -10 to +10) is based on the performance of ALL my
recent stock picks (I actually buy only some of these). A positive number
means my recent stock picks are generally rising; a negative number means
they are generally falling. Even so, I consider a reading below +3.1 to be
bearish. I require a reading of +5.6 or better to call this indicator
bullish.
(3) This is the percentage of stocks ($8 and up) which are trading above
their 50-day moving average. The rating of this percentage (bullish,
bearish or neutral) is based on which way it's been moving recently -- up,
down or sideways.
-KD, Saturday, March 24, 2018
Typical Client Portfolio
Company Name |
Stock Symbol |
Buy Date |
NetBuy Price* |
Current Price |
Weeks Held |
% of Portfolio |
Gain (Loss) |
Cash |
100.0% |
|
Total |
100% |
|
* Buy prices shown are net after commissions.
Stocks Sold Over Past 13 Weeks
Company Name |
Stock Symbol |
Buy Date |
NetBuy Price* |
Sell Date |
NetSell Price* |
Weeks Held |
Gain (Loss)* |
Stoneridge Inc. |
SRI |
03/21/18 |
$28.69 |
03/23/18 |
$27.12 |
0.3 |
-5.4% |
Medifast Inc. |
MED |
03/07/18 |
$91.27 |
03/23/18 |
$88.64 |
2.3 |
-2.9% |
iShares Core S&P 500 |
IVV |
03/21/18 |
$274.71 |
03/23/18 |
$260.72 |
0.3 |
-5.1% |
SPDR S&P 500 ETF |
SPY |
03/19/18 |
$269.92 |
03/22/18 |
$263.95 |
0.4 |
-2.2% |
Upland Software Inc. |
UPLD |
03/05/18 |
$27.30 |
03/21/18 |
$29.34 |
2.3 |
+7.5% |
SPDR S&P 500 ETF |
SPY |
03/19/18 |
$269.92 |
03/21/18 |
$270.61 |
0.3 |
+0.3% |
Xcerra Corp. |
XCRA |
03/05/18 |
$9.95 |
03/19/18 |
$11.29 |
2.0 |
+13.5% |
SPDR S&P 500 ETF |
SPY |
03/02/18 |
$266.68 |
03/19/18 |
$271.07 |
2.4 |
+1.6% |
NV5 Global, Inc. |
NVEE |
03/13/18 |
$55.05 |
03/19/18 |
$55.88 |
0.9 |
+1.5% |
Baozun Inc. |
BZUN |
03/14/18 |
$46.48 |
03/19/18 |
$47.33 |
0.7 |
+1.8% |
SPDR S&P 500 ETF |
SPY |
03/02/18 |
$266.68 |
03/14/18 |
$277.15 |
1.7 |
+3.9% |
SPDR S&P 500 ETF |
SPY |
03/02/18 |
$266.68 |
03/13/18 |
$279.22 |
1.6 |
+4.7% |
iShares Core S&P 500 |
IVV |
02/27/18 |
$279.06 |
03/07/18 |
$273.82 |
1.1 |
-1.9% |
iShares Core S&P 500 |
IVV |
02/27/18 |
$279.06 |
03/05/18 |
$272.25 |
0.9 |
-2.4% |
SPDR S&P 500 ETF |
SPY |
02/21/18 |
$273.50 |
03/01/18 |
$271.01 |
1.1 |
-0.9% |
Vishay Precision Group, Inc. |
VPG |
02/22/18 |
$29.51 |
02/27/18 |
$31.10 |
0.7 |
+5.4% |
SolarEdge Technologies, Inc. |
SEDG |
02/15/18 |
$44.80 |
02/27/18 |
$50.45 |
1.7 |
+12.6% |
Green Dot Corp. |
GDOT |
02/23/18 |
$65.97 |
02/27/18 |
$65.59 |
0.6 |
-0.6% |
SPDR S&P 500 ETF |
SPY |
02/21/18 |
$273.50 |
02/23/18 |
$271.92 |
0.3 |
-0.6% |
SPDR S&P 500 ETF |
SPY |
02/21/18 |
$273.50 |
02/22/18 |
$272.44 |
0.1 |
-0.4% |
SPDR S&P 500 ETF |
SPY |
02/14/18 |
$267.09 |
02/20/18 |
$271.16 |
0.9 |
+1.5% |
SPDR S&P 500 ETF |
SPY |
02/14/18 |
$267.09 |
02/15/18 |
$271.52 |
0.1 |
+1.7% |
SPDR S&P 500 ETF |
SPY |
02/12/18 |
$264.35 |
02/12/18 |
$265.41 |
0.0 |
+0.4% |
SPDR S&P 500 ETF |
SPY |
02/06/18 |
$268.51 |
02/08/18 |
$266.50 |
0.3 |
-0.7% |
Live Oak Bancshares, Inc. |
LOB |
01/26/18 |
$27.16 |
02/06/18 |
$25.55 |
1.6 |
-5.9% |
SPDR S&P 500 ETF |
SPY |
01/26/18 |
$284.78 |
02/02/18 |
$278.89 |
1.0 |
-2.1% |
SPDR S&P 500 ETF |
SPY |
01/10/18 |
$273.76 |
02/02/18 |
$278.89 |
3.3 |
+1.9% |
SPDR S&P 500 ETF |
SPY |
12/08/17 |
$265.44 |
02/02/18 |
$278.89 |
8.0 |
+5.1% |
Forward Air Corp. |
FWRD |
01/11/18 |
$60.50 |
02/02/18 |
$60.49 |
3.1 |
-0.0% |
Extreme Networks Inc. |
EXTR |
01/30/18 |
$15.18 |
02/01/18 |
$14.68 |
0.3 |
-3.3% |
iShares Core S&P 500 |
IVV |
12/29/17 |
$269.63 |
01/30/18 |
$284.25 |
4.6 |
+5.4% |
Electro Scientific Inds |
ESIO |
01/18/18 |
$26.21 |
01/26/18 |
$24.05 |
1.1 |
-8.2% |
Ultra Clean Holdings Inc. |
UCTT |
01/18/18 |
$26.77 |
01/25/18 |
$23.77 |
1.0 |
-11.2% |
Ichor Holdings, Ltd. |
ICHR |
01/18/18 |
$32.38 |
01/25/18 |
$32.70 |
1.0 |
+1.0% |
iShares Core S&P 500 |
IVV |
12/29/17 |
$269.63 |
01/18/18 |
$281.39 |
2.9 |
+4.4% |
iShares Core S&P 500 |
IVV |
12/28/17 |
$269.57 |
01/18/18 |
$281.39 |
3.0 |
+4.4% |
iShares Core S&P 500 |
IVV |
12/28/17 |
$269.57 |
01/11/18 |
$277.71 |
2.0 |
+3.0% |
iShares Core S&P 500 |
IVV |
12/27/17 |
$269.27 |
01/11/18 |
$277.71 |
2.1 |
+3.1% |
YY Inc. ADS |
YY |
01/02/18 |
$121.40 |
01/10/18 |
$125.03 |
1.1 |
+3.0% |
Ultra Clean Holdings Inc. |
UCTT |
01/05/18 |
$23.52 |
01/10/18 |
$22.07 |
0.7 |
-6.2% |
Mesabi Trust |
MSB |
01/02/18 |
$26.90 |
01/10/18 |
$27.62 |
1.1 |
+2.7% |
iShares Core S&P 500 |
IVV |
12/27/17 |
$269.27 |
01/05/18 |
$274.37 |
1.3 |
+1.9% |
SPDR S&P 500 ETF |
SPY |
12/08/17 |
$265.44 |
01/02/18 |
$268.31 |
3.6 |
+1.1% |
SORL Auto Parts, Inc. |
SORL |
12/11/17 |
$7.47 |
12/29/17 |
$6.70 |
2.6 |
-10.4% |
KMG Chemicals Inc. |
KMG |
12/15/17 |
$64.71 |
12/29/17 |
$66.48 |
2.0 |
+2.7% |
Data I/O Corp. |
DAIO |
12/18/17 |
$13.80 |
12/29/17 |
$11.87 |
1.6 |
-14.0% |
AeroVironment Inc. |
AVAV |
12/15/17 |
$55.91 |
12/29/17 |
$56.25 |
2.0 |
+0.6% |
YY Inc. ADS |
YY |
12/07/17 |
$107.76 |
12/28/17 |
$113.27 |
3.0 |
+5.1% |
Cort Therapeutics Inc. |
CORT |
12/21/17 |
$17.78 |
12/27/17 |
$17.64 |
0.9 |
-0.8% |
* Buy and sell prices shown are net after commissions. This means that the
gains/losses shown are also net after transaction expenses.
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.
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