There are certainly many (mid to small cap) companies on that list that have an impressive total return history. That said, I have no idea if those companies were in VIG in 2007, 2008, 2009 etc. There's survivor bias with respect to this list, that is current VIG holdings.
PM: Generally, no. Although we look at each cheap louboutins uk company individually, the module assembly part of the value chain in the solar space does not excite me. Low cost players can have slightly better than average margins, but it is a pure commodity market with very little technological differentiation.
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