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Southern Company (SO)


  • Kaelin, Timothy2Tim Kaelin, Sector Manager
    October 10, 2011

    Purchase Price: $42.70
    Target Price: $46.17

    Southern provides the fund stability in a volatile market…

    • Diversified services for a utility stock
    • Low historical beta of .28
      • Beta of .35 vs. S&P 500 from 6/1-10/3/11
      • Beta of -.05 vs. VIX from 6/1-10/3/11  
    • Strong operating margins compared to industry
    • Dividend yield of 4.5%
    • Expansion into Nuclear Power
    • Services a growing geographical area of the US