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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
RSOL (market cap was $0.020B is $0.068B)
Real Goods Solar is predominantly a service company, installing solar power systems in significant states that subsidize solar power: California, Colorado, Vermont (!?). The market is growing. The need is growing. The competitors are doing well. One in particular is trading at a $2.7B market cap, forty times greater than RSOL. Even if their competitor's market cap dropped 50%, that suggests RSOL could rise twenty-fold to meet it.

I am also heartened to see them relaunch the online catalog for DIY. That provides a market regardless of subsidies, and diversifies them into products, which is where they began, as I recall.

Since last year they've more than tripled. From a recent low of $0.40 to a recent high of $7.17 it is obvious that volatility is inherent in RSOL. Volumes have increased more than ten-fold as well, suggesting renewed interest (http://trimbathcreative.wordpress.com/2013/05/18/a-good-week...) in a company and a stock that I think has been 1) overlooked, and 2) besmirched by association with Solyndra when it was noticed.

I think things are changing for the better.

DISCLOSURE LTBH since the mid-2008 IPO. I might buy more if I had sufficient discretionary funds.
My finances are strained by similar stories throughout what I thought was a diversified portfolio. My house may go into foreclosure, and additional sacrifices may be made, including selling stocks I'd rather hold, or even buy. So, if I sell, it will probably be because I have to, not because I want to.
Unfortunately, I may have to sell if I can't find a job or sell my house.
(I've also collected links to the other discussion boards and my other stocks over on my blog http://trimbathcreative.wordpress.com/2013/06/30/semi-annual...)
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