Strix (KETL.L, Aim 100, Market cap.¬†¬£370m, 137p, 3.5% of JIC Portfolio and 8.9% of JIC Top 10):¬†
First trade since 1stNovember!
I left a ‚Äúlimit‚ÄĚ buy order on at 137 which has just been dealt. At 137p the shares are on a prospective dividend yield for 2018 of 5.0% and for 2019, of 5.5%. That looks attractive to me especially given that it looks a relatively defensive sort of business (revenue and profits should be fairly stable through an economic slowdown) and is strongly cash generative.
I have increased the holding to 3.5% of the JIC Portfolio.