Message Font: Serif | Sans-Serif
 
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
Print the post  

Announcements

When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.
Advertisement