What separates a strong balance sheet from a weak one? Motley Fool senior analysts John Rotonti and Bill Mann discuss: - Assets, liabilities, and when more liabilities can actually be a good thing - A surprising way one retailer generates cash from its balance sheet - Companies holding the most formidable cash piles in the world Stocks: COST, GOOG, GOOGL, LOW, F, NCLH, RAD Host: John Rotonti Guest: Bill Mann Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd