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Gaiam through 3Q 2009 has LOST $.16 per share. Gaiam's profit in the last quarter on "unaudited financials" was approximately a very meager $360K. Gaiam has turned the corner? I don't think so..... not even close.
Gaiam after years of goosing up revs by mailing millions of unprofitable catalogs- has trimmed its catalog mailings and as a result has $17M less inventory than at the end of 3Q 2008. Its AR is also $2M less than 3Q 2008, while its B2B channel has increased revs for 3Q 2009- so Gaiam looks to have paid a premium to collect revs to show improved cash flow. Ok, Gaiam has more cash, but a just few years ago Gaiam had over "$100M" in cash and yes- its performance measured by growing revenues, profitability and share value has tanked. So, pray that Gaiam can make alot of money off its Discovery and Jenny Craig deals- because Lululemon is the rock star of the yoga inspired fitness market and Lulu will continue suck Gaiam's best fitness customers away from its retailers and website diminishing Gaiam's leadership and share of the marketplace. Gaiam's Real Goods Solar is a bust.... Love your optimism. I wish you and Gaiam shareholders good luck. Rating :
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| Subject | Author | Rating | Time of Post (ET) | ||
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The facts: Gaiam has written off millions of dollars of...
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johnmuirjr | Rate it | 26-Aug-09 12:14 pm | ||
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You bring up some good points.
However, hasnt t...
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imd85 | (1 Rating) | 2-Sep-09 02:51 am | ||
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I cant speak about GIAMA's past performance. So if...
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imd85 | Rate it | 4-Sep-09 01:42 am | ||
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Your valuation of Gaiam is right on with the ...
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johnmuirjr | Rate it | 6-Sep-09 06:50 pm | ||
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I valued the media liabrary at 40% or 10...
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imd85 | Rate it | 8-Sep-09 10:47 am | ||
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Gaiam's best years are in the past....
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johnmuirjr | Rate it | 11-Sep-09 02:32 pm | ||
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The Gaiam insiders already own...
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imd85 | Rate it | 14-Sep-09 12:07 am | ||
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Pretty strong report. More cash, gaap earnings, pr...
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imd85 | Rate it | 5-Nov-09 02:21 am | ||
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Re: Gaiam: No Rev Growth, No Profits & No Future!
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johnmuirjr | Not rated | 5-Nov-09 01:58 pm | ||
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Hey look it, I would love to buy some mo...
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imd85 | Rate it | 8-Nov-09 12:08 pm | ||
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Vans historically has invested its ...
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johnmuirjr | (1 Rating) | 9-Nov-09 12:55 pm | ||
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Did Gaiam mention BPA & H2O bo...
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dogen34 | Rate it | 9-Nov-09 04:06 pm | ||
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No mention about the wate...
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imd85 | Rate it | 13-Nov-09 12:50 am | ||
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RSOL is certainly no...
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johnmuirjr | Rate it | 13-Nov-09 04:02 pm | ||
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Good points, wh...
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imd85 | Rate it | 14-Nov-09 12:51 pm | ||
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If you can...
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johnmuirjr | Rate it | 16-Nov-09 01:50 pm | ||
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Well I remember when I owned V...
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imd85 | Rate it | 13-Nov-09 12:36 am | ||
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LULU has a Market Cap/Free Cash Flow of ...
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salvagedcyp... | Rate it | 20-Nov-09 07:41 am | ||
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Been there, done that! Lulu up 600...
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johnmuirjr | Rate it | 20-Nov-09 09:57 pm | ||
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You have flaws in your argumen...
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salvagedcyp... | Rate it | 22-Nov-09 08:30 pm | ||
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The "value" of free cash?...
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johnmuirjr | Rate it | 23-Nov-09 01:01 pm | ||
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I've read several of...
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salvagedcyp... | Rate it | 23-Nov-09 08:03 pm | ||
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Of course, you'...
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johnmuirjr | Rate it | 24-Nov-09 02:29 pm | ||
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That's the...
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speedy.gonz... | Rate it | 25-Nov-09 07:29 am | ||
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Loo k,...
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imd85 | Rate it | 2-Dec-09 03:25 pm |
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