Both companies appear likely to maintain investment-grade balance sheets.

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Lemieux, who quit school in Montreal after the tenth grade, never learned how to read balance sheets.

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Apple (AAPL) would be certainly make AAA grade but it has no debt on its balance sheet.

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They are all investment grade, some even AA. Their governments balance sheets are fiscally sound, way better than nearly all of Western Europe and even the U.S. In Asia, the government bond market is highly liquid, with yields between 100 to 175 basis points over Treasury bonds.

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In fact, Tractor Supply is the only non-rated tenant and the company does not carry enough debt on its balance sheet to be rated. (effectively meaning an investment grade shadow rating would result in a portfolio that is 100 percent investment grade rated credit).

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So there is a powerful incentive to sell higher-grade but lower-yielding loans, with a subsequent decline in the quality of banks' balance sheets.

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