Southern Company (NYSE:SO) -- Bi-Monthly Update
My logo is: "Investing Wisely."
Southern Company has had a rough 6 months and I have warned of this long before that. This weeks study of all my High Profile Utilities / Conventional Electricity - - Indexes, Companies and ETFs offers no help other than to confirm lower prices are coming. This is a study that is important to both me and my senior / retired Clients. The reason is, in good times it produces a solid dividend. I like exploring Utes like (SO) because like with any Sector there are the good, the bad and the ugly. Each time, it supports my Methodology of "Investing Wisely."
My objective is to identify changing trends for my Forecasting Analytics. Simple stated, I want to have current notes to quickly refer to on the anticipated direction of this Sector and Industry Group.
A Special Note for Seniors & Retired Investors - Dividend Yield: 4.49%
I believe you folks deserve much better service and investment direction and guidance that either Wall Street or the Brokerage Community is / has been providing. Being a retired Asset Manager / Financial Analyst is a joy for me to assist you and meet your investment - needs, goals and objective. Peace of Mind for you is my mission. Let me know when I can offer you support. Perhaps reading my support article will be of interest. Just Click - - > http://seekingalpha.com/instablog/121308-steven-bauer/2101922-income-investing-seniors-retirees-and-conservative-investors-deserve-better-service-as-well-as-profitable-direction-and-guidance
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My Mission is to provide guidance and direction for conservatively providing consistent annual and superior profitable results for each Formal Recommendation I make to my Clients.
The Difference Between You and the Pros: Clearly you should be profitable and making money by owning Southern Company. Via my Emails, I have found that many Investors are struggling with other securities they are holding. I have offered direction to hundreds of Investors and can share with you why you are perhaps holding losing securities and provide a conservative and low risk remedy.
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Forecast & Opinion from my Study / Analytics:
Southern Company and other Utility Sector Companies are tracking well. Although (SO) is in a modest and is likely only a topping Rally - - it is always an excellent contributor to my Analytics for Utilities.
My Forecast is not as bright as you may think! (I will be more specific upon request).
If you own or are considering owning Electric Power Companies, the securities are currently and definitely a mixed bag. Southern Company is currently strong Technically but I have reservations about my Fundamental Valuation, therefore I have placed it on an Initial Bearish Forecast - "Warning." My Forecast has, from 2009 until recently been "right on" and Bullish.
My Opinion is to HOLD in anticipation of taking profits.
Fundamentally: My Valuations are improving producing future ascending projections. That's Good! Perhaps not "good" enough . . . I also focus on the Valuations for the over-all Utilities Sector and they are not doing all that well!
Technically: My Indicators are clearly and seriously breaking down. The pull-back since April at about $48. - current price $41. (that's a 10% + mini-correction!) is offering strong support for my above Bearish "Warning." A re-bound rally is in the making - - the strength of which will be very important as to when I will advise Clients to "Take Profits - and - move to Holding-Cash." Cash, even for a Long-Term find Dividend paying Company is often the most prudent investment strategy. Your study of the below "Twenty Year Perspective" might be worth your while.
I will personally and promptly reply to any serious investor's inquiry as to my very cautious position for (SO) !
A Twenty Year Perspective of Southern Company (SO)
It has NOT always been like you are being told by so many who do not take the time to "Invest Wisely." Southern Company (SO) has taken some big hits over the years.
URL for (20-years of -(SO): http://stockcharts.com/h-sc/ui?s=SO&p=W&yr=20&mn=0&dy=0&id=p25351548183&a=311910176
A Rather Unique Chart / Graphic on (SO):
URL for this representation of - (SO): http://stockcharts.com/h-sc/ui?s=SO&p=W&yr=1&mn=6&dy=0&id=p43401866364&a=311909900
"Selectivity" is what I preach (along with Discipline and Patience) and is what separates the Average Investor and Mutual Funds from the profits that come with long-hours / hard work and "Selectivity." You might like to read my most-recent article on why I believe Selectivity is so critical for profiting in today's Marketplace. You might want to check out "Be Selective II - Just Click - - > http://seekingalpha.com/instablog/121308-steven-bauer/2066602-flash-update-be-selective-ii
Here are a number of the Component Companies / Peers in the Conventional Electricity Industry Group that I focus on rather frequently: SO, EXC, D, FE, NRG, AEP, AES, CNP, PPL, DUK, CPN, CMS, XEL, PCG, CIG, ETR, TE, PEG, NVE, NEE, ED, EIX, NI, POM, AEE, NU, WEC, DTE.
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I hope you will find my "stuff" very well worth your Time and very Accurate.
Thanks. . .
Smile, Have Fun, "Investing Wisely,"