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.GaiamGAIA(market cap ~$0.10B)I like Gaiam. That's a no-brainer. They sell feel-good products. I consider them an investment because they have an existing product line and regular revenues; especially, when compared to my more speculative stocks. I consider them to be well positioned for de-centralized alternative energies and sustainable lifestyle shifts. That's a lot of syllables for what may become the fashion. They sell everything from yoga mats to complete systems for taking your house off the grid, everything from touchy-feely to nitty-gritty. They are the market leader for some of their main products (DVDs). I like their position, products, attitude, and strategy. As an investment, they've been beaten down with everyone else. They are influenced heavily by consumer retail, but they also sell alternative necessities, which may buffer them nicely. I consider their main threat to be the large companies that could swamp them quickly if the market looks more lucrative. It wouldn't take much for Sears or Wal-Mart to challenge them. I think a better analogy is Whole Foods that has done nicely competing against Safeway et al.I will continue to HOLD, may have to SELL to pay some bills, and would consider it a candidate to BUY if I had sufficient discretionary funds.DISCLAIMER LTBH since early 2006 but some shares are gone.
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