4 ações impossíveis de ignorar depois da queda da Bolsa #shorts — Transcript

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1. 0:00And today, my more conservative stock
2. 0:01market position dropped in value by
3. 0:03over R $ 400,000. Take a look at this
4. 0:05screenshot. But it is precisely on days
5. 0:06like this, with everything falling,
6. 0:08that opportunities appear. There are
7. 0:10four stocks on the stock exchange that
8. 0:12are impossible to ignore and that you
9. 0:13need to consider studying to add to
10. 0:15your investment portfolio. I am buying
11. 0:17over R $ 200,000 in these four stocks
12. 0:19at this very moment. And I will share
13. 0:21everything with my students from the "
14. 0:22Becoming an Investor" mentorship, but I
15. 0:24will share two with you as well in this
16. 0:26video. Today, after the election
17. 0:27results, the stock market fell 17%,
18. 0:29hitting a circuit breaker for the first
19. 0:30time since the pandemic. Here I will
20. 0:32show you two of them, and stay with me
21. 0:34until the end because the second one
22. 0:35has the highest upside potential of the
23. 0:37four. The first is Itaú, for those who
24. 0:39are a bit more cautious. In the last
25. 0:42quarter, Itaú made a profit of R $ 7.4
26. 0:44billion with a 24%return on equity,
27. 0:46meaning R $ 24 of profit per year for
28. 0:48every R $ 100 from shareholders.
29. 0:50Delinquency has been stable for six
30. 0:52quarters, and at today's price, the
31. 0:53dividends it paid in the last 12 months
32. 0:55yield 7.6%. Today I bought near the
33. 0:57day's low, at R $ 40.28. From the
34. 1:00current price back to Friday's, the
35. 1:02upside would be roughly 20%. The second
36. 1:04is XP. For those who accept a bit more
37. 1:07risk, this is where the biggest
38. 1:09opportunity lies. XP fell almost 50%
39. 1:11today. I bought near the low of R $
40. 1:1479.12, but it continues to profit R $
41. 1:161.1 billion in the last quarter, with a
42. 1:1925%return, yet it costs about 8 times
43. 1:21the annual profit. And XP itself
44. 1:23signaled that it wants to return over
45. 1:2550%of its profit to shareholders
46. 1:26through dividends and stock buybacks.
47. 1:28In the optimistic scenario I calculated
48. 1:30, the upside potential reaches 50%. The
49. 1:33other two options I will only share
50. 1:34with those who are in the "Becoming an
51. 1:35Investor" mentorship. In fact, today at
52. 1:377 PM Brasília time, I have a live
53. 1:38meeting with all my students.