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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.


Real Goods Solar
RGSE (was RSOL, market cap was $0.014B mid 2015 is $0.008B EOY2015)
Real Goods Solar is a company that sells the goods and services necessary for solar power installations and for living off-the-grid. The company has been in operation for decades, though with a variety of strategic swings as the industry and the management changed. Despite increasing revenues and an impressive market for solar power, Real Goods has yet to capitalize on the opportunity to make a profit. They should be well-positioned and have had plenty of time to become the expert in the market; yet, the stock continues to slide. The company market cap is now less than many home prices in America. Growing revenues may be all the company needs to succeed, and it is expected to grow revenues; but if management is the issue, then the issue is psychological, not financial and resolution will rely on shifting perspectives, strategies, and tactics. Minds can shift quickly or remain entrenched. That describes my expectation of the company and the stock.

DISCLOSURE LTBH since the mid-2008 IPO. I sold some for diversification and will be interested in buying back in if management convinced me they had a clear, credible strategy, and if my other stocks appreciate first.
(I've also collected links to the other discussion boards and my other stocks over on my blog http://trimbathcreative.wordpress.com/2015/12/31/semi-annual...)
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