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No. of Recommendations: 1
(Market cap ~ $0.4B)

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.

Gaiam is a relatively small company (within the realm of NASDAQ) that is nicely diversified across the retail sustainable living, healthy lifestyle, market. They sell everything from yoga mats to home hydro-electric plants. They are largely overlooked by the media and the analysts, and to my eye, are establishing a nice track record of earnings and revenue growth. I like to find companies that are overlooked, and just turning profitable on strong earnings growth, which is what they seem to be doing.

Their biggest competitors aren't awake - yet. They do have small competitors but I suspect that a company like Sears could decide to enter the market with a well-funded division under a new brand name. In the meantime, they are running ahead and the stock has reflected that recently. A stumble in a quarter would be painful though because it would make a big blip in their short recent run-up.

DISCLAIMER LTBH since early 2006 and hope to hang on for a
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