Message Font: Serif | Sans-Serif
 
UnThreaded | Threaded | Whole Thread (1) | Ignore Thread Prev | Next
Author: tktrimbath Big red star, 1000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 43  
Subject: my end of year review of GAIA Date: 12/31/2009 5:39 PM
Post New | Post Reply | Reply Later | Create Poll . Report this Post | Recommend it!
Recommendations: 0
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
GAIA (market cap $0.175B)
Gaiam is an investment because they have established revenues. They are in, what I consider to be, an attractive growth industry which is enabling alternative, healthier, and sustainable lifestyles. They are a mini-conglomerate because they have a broad-based business that spans from yoga mats to power converters. They are online, mail order, and also in brick and mortar stores via distribution agreements.

I like their prospects as consumers re-evaluate old habits and consider alternatives as they begin spending again.

The company is small, which gives them substantial room for growth, but it also means that they could be overwhelmed by a concerted effort by traditional retailers that successfully decided to compete.

I also like their leverage into solar from their own products and from their large investment in Real Goods Solar (RSOL)

I will continue to hold, and would consider buying more if funds became available.

DISCLOSURE LTBH since 2006, and a RSOL shareholder.
Post New | Post Reply | Reply Later | Create Poll . Report this Post | Recommend it!
Print the post  
UnThreaded | Threaded | Whole Thread (1) | Ignore Thread Prev | Next

Announcements

Pencils of Promise - Back to School Drive
"Pencils of Promise works with communities across the globe to build schools and create programs that provide education opportunities for children."
Post of the Day:
Macro Economics

Ringing the NASDAQ Bell
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
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.
Community Home
Speak Your Mind, Start Your Blog, Rate Your Stocks

Community Team Fools - who are those TMF's?
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and "#1 Media Company to Work For" (BusinessInsider 2011)! 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