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To: Doren who wrote (9378)11/21/2010 2:51:11 PM
From: Jacob Snyder  Respond to of 16955
 
That's true. Those who load up on debt , just before a bout of inflation, do well. That assumes they have long-term fixed rate debt, not variable interest rates or short-term debt that must be constantly rolled over.

It's possible we get a bout of 1970s-style inflation. But it's also possible we do what Japan has been doing for a long time: no growth, no inflation, consumers too scared to consume, the government piling up debt with serial failed "stimulus". I don't know what the future holds.

But I'm very sure FSLR's balance sheet is better than any of their competitors, and that makes me wary of investing in TSL, YGE, etc., unless I get a very good price.