INTRO Here's my semi-annual exercise to see if I remember why I own the stocks I own, and so I can check back and see if their stories have changed. I post in case it helps others too.(market cap ~ $0.60B)Gaiam is a speculative stock becoming an investment. They are that rare thing, a small conglomerate. They specialize in selling healthy living products, which gives them lots of opportunities. Many of their markets were niches that were appreciated by advocates of diet, exercise, living off the grid, etc. Many of those niches are becoming mainstream. That also pulls in competition, so I wonder: 1) if they can maintain their market share in a growing industry ala Whole Foods or, 2) will they lose to competition from experienced consumer conglomerates like Sears, Wal-Mart, etc. or, 3) will they be acquired? Their price-to-book and price-to-sales are high, but are appropriate for a company entering a major growth period. But are they? I will hold assuming they are growing, but don't have enough enthusiasm to buy. Unfortunately, I had to sell some recently to pay some bills, but fortunately the long term gain was a nice one.DISCLAIMER LTBH since early 2006 and hope to hang on for a long time, but had to sell a few to pay some bills. Rats.
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