It's never a good thing when the company is not transparent to the investor. To boost investor's confidence, the company must hire a credible independent auditor to exam its portfolio thoroughly. I have seen too many fraudulent cases happen when there is no transparency and investors only rely on the management team to report the numbers. Not saying that MVC and Mr. Tokarz are deceiving investors, but it definitely raises a red flag for me and stops me from adding to my position. NAV at over $16, and stocks trading at around $9 with a 5% dividend. If something looks too good to be true, you know the rest.