UPDATE: This might be the time to turn away from index funds
Canadian Natural Resources Ltd. US:CNQ 2.9% N/A 43.4 57% 2% China Mobile Ltd. US:CHL 2.7% 13.9 13.5 7% 7% Sources: Brandywine Global Investment Management, FactSet When he talks about running "toward the fire," Kaser means it, as you can see from the five "N/A" entries in the trailing P/E column.
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