We’ve been in them before but we were in them when they were hated…not when they were overly loved and when everyone’s mind is on them and bullish on them. Also, TAN is in a bubble. So it wouldn’t appeal to us because its not at a value. It’s overly loved. Too positive of sentiment concerning the sector.
Negative sentiment on solid assets is what helps bring about value. This is when they misjudge an asset.