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Author: tktrimbath Big red star, 1000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 43  
Subject: my six month review of GAIA Date: 7/1/2008 12:44 AM
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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.

(market cap $0.33B)

Gaiam is a sustainable living and alternative energy play that spans from yoga mats to everything a home owner needs to go totally off the grid. As such they are a conglomerate. I consider them an investment because they have established product lines.

I like their diversification, their philosophy, their product selection. It is unfortunate that such products are not mainstream, which partly explains why we as a species are coming into crisis. Gaiam is one opportunity to support such solutions while also profiting from the need.

The recent spin-off of the solar power installation division (Real Goods Solar) didn't financially benefit Gaiam as much as it should have. I suspect that the timing looks poor in the short term but the long term prospects are very favorable.

For me, Gaiam's biggest challenge will be competing against the inevitable entry into the market of a Wal-Mart, Home Depot, or some such mega-cap company. A buyout is possible, but I expect that a potential acquirer would build from an existing base of suppliers rather than try to incorporate some of Gaiam's smaller contributors.

The stock is currently depressed and I might buy more if I find the cash. In the meantime, I plan to hold GAIA for a long time.

DISCLAIMER LTBH since early 2006 but some shares are gone.
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