RE:Mouserman and NoShirtI was drawn to FTN mostly looking for a solid dividend (albeit riskier) and then stumbled on here and the information trove provided by some top users, I only made an account to give some thumbs up to Mouserman. I initially took the discounts to NAV as a promise the value of the stock would grow, but the overvaluation explanation makes sense to me as well.
I'm thinking if the goal is gains from stock value, it seems even riskier but if the goal is dividends, it still seems mostly safe to me even if there's a market correction. I see it as an opportunity to grow the dividend at a lower cost.