The Deen's ListTM
A service of Deen Capital Management, Inc. (
Our goal: Outperform the S&P 500 in both up markets and down.
Our result: +72.8% for the 60 months ending April 18, 2018 (vs. +93.6% for the S&P)
For complete performance data, click here
Vol.16 #83 Thursday, April 19, 2018 10:04AM EDT

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

Market Stance: BULLISH (since April 10, 2018)


Typical Client Performance
Bought Upland Software Inc. (UPLD)
Sold SPDR S&P 500 ETF (SPY) +1.8%
Typical Client Portfolio
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Typical Client Performance

Deen Capital S&P 500
Year-to-date as of April 18, 2018 +1.0% * +1.8%
12 months (Apr 18, 2017 to Apr 18, 2018) +13.4% * +17.8%
24 months (Apr 18, 2016 to Apr 18, 2018) +41.8% * +34.4%
36 months (Apr 18, 2015 to Apr 18, 2018) +24.8% * +38.0%
48 months (Apr 18, 2014 to Apr 18, 2018) +38.0% * +57.0%
60 months (Apr 18, 2013 to Apr 18, 2018) +72.1% * +93.6%

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

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Click here for information on managed accounts.

Bought Upland Software Inc. (UPLD)

Initial percent of portfolio (approx.)5.1%
Net buy price in managed accounts*$28.84
Most recent close (Apr 18)$28.81
Net change (based on net buy price)+0.03
Today's volume as of 10:08AM EDT6,301 ($181,736)
Average daily volume270,900 ($7.8 million)
This year's earnings-per-share$0.93 (est)
Next year's earnings-per-share$1.26 (est)
P/E using next year's earnings22.9 (est)
Earnings growth rate, next 5 years20% per year (est)

* Buy prices shown are net after commissions and fees.

Today, Thursday, April 19, 2018, I bought UPLD, for both client and my personal accounts.

This is a repeat buy. Here is a link to my buy article of March 5:

-KD, Thursday, April 19, 2018

Sold SPDR S&P 500 ETF (SPY) +1.8%

Net sell price in managed accounts*$268.91
Date(s) boughtApr 10 2018
Net buy price in managed accounts*$264.27
Holding period1.3 weeks
Gain/loss in managed accounts*+1.8% (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, Thursday, April 19, 2018, I sold SPY, for both client and my personal accounts.

I sold just enough SPY to pay for UPLD. We remain fully invested.

-KD, Thursday, April 19, 2018

Typical Client Portfolio

Company Name Stock
% of
Upland Software Inc. UPLD 04/19/18 $28.84 $28.73 0.0 5.1% -0.4%
Netflix Inc. NFLX 04/17/18 $337.98 $332.43 0.3 4.9% -1.6%
Movado Group Inc. MOV 04/17/18 $39.68 $39.55 0.3 5.0% -0.3%
Viper Energy Partners LP VNOM 04/12/18 $27.02 $29.22 1.0 5.4% +8.2%
NV5 Global, Inc. NVEE 04/11/18 $58.95 $63.70 1.1 6.4% +8.1%
SPDR S&P 500 ETF SPY 04/10/18 $264.27 $269.21 1.3 67.2% +1.9%
Stoneridge Inc. SRI 04/06/18 $28.97 $29.23 1.9 6.1% +0.9%
Cash 0.0%  
Total 100%  

* Buy prices shown are net after commissions.

** Current prices are at least 20 minutes old.

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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.

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(800) 353-4990

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