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 $0.058B)
Real Goods has been reinvented as a service company directed towards installing solar power systems for commercial and residential buildings. They also have an online catalog in association with Gaiam (the company that spun off Real Goods and continues to own a major portion). Real Goods may not rely on subsidies, but it makes most sense for them to only work in regions that include that incentive: at least California and Colorado. Their online presence is not limited by region.

Real Goods is a service company, which means they are less speculative in terms of technology development, but are speculative in terms of market acceptance, and are affected by increases and decreases in government funding for alternative energies.

They've had nice revenue growth, as I recall, and could grow nationally if they wanted and if the government, or the populace became more interested in decentralized power.

I will continue to HOLD, and would consider buying more if cash was available; especially, if they report revenue growth and market expansion.

DISCLOSURE LTBH by style but have only held shares since the mid-2008 IPO.