As the gap between low-quality and high-quality borrowers grows, more suppliers will experience cash flow problems.

FORBES: Written by By Drew Hofler

The theme running through these properties is low to moderate price-earnings ratios, impeccable balance sheet strength, high free cash flow generation and the capacity to indulge in financial engineering in the form of share buybacks, dividends and deal activity.

FORBES: A Handful Of One-Decision Stocks Live On

Economists Roger Gordon of UC San Diego and James Hines of the University of Michigan have documented the flow of investment capital from high-tax areas to low-tax areas.

FORBES: How To Lure Foreign Investment To The U.S.