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six month review of GAIAINTRO 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 $0.13B) Gaiam is a small retail conglomerate for the alternate and healthy living consumer. They sell everything from yoga mats to power converters. They seem to be doing everything right, but were stymied by the general consumer spending downtrend. I think that is temporary. Their products are more relevant than ever and I expect they and their industry will grow. I think their main threat is competition that could arise from a major retailer deciding to enter the market, though that could happen via a buyout of Gaiam. I prefer that the company remains independent. The stock is more investment than speculation. I don't expect explosive growth relative to other companies in my portfolio, but their stock could appreciate better than other retailers as the public gains awareness of health and environmental issues and recognizes Gaiam's solutions. Price to sales and price to book are both less than one. This is probably the closest thing I have to a value stock in my portfolio. I will continue to HOLD, have considered BUYing as I take profits from some extraordinary portfolio performers. DISCLOSURE LTBH since 2006, but a fan from the days of Real Goods Trading Company (but that's another story). |
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