Creator Post Archive
Value Investing, com Guilherme
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Sep 6, 2026
ALERTA no BANCO DO BRASIL: NÃO VALE A PENA INVESTIR? BBAS3 | LUIZ BARSI
The creator discusses Banco do Brasil (BBAS3), noting its recent 27% price surge in 14 days, driven by dividend payments and election-related volatility rather than fundamental improvements. While acknowledging potential relief in agricultural debt and improved PDD, the analysis highlights that XP Securities has a price target of R$21, implying a potential downside from the current R$22-R$23 trading range, suggesting the recent rally may not be sustainable based on fundamentals.
Sep 4, 2026
10 AÇÕES MUITO BARATAS PAGANDO ATÉ 13% DE DIVIDEND YIELD.
The creator discusses a dividend-focused stock portfolio from Safra, highlighting its strong performance compared to market indices. The video focuses on companies with high dividend yields and good historical payment records, emphasizing the financial and electric utility sectors as prime for dividend investors. Specific stocks like Cury and Petrobras are analyzed for their dividend potential and market recommendations.
Sep 2, 2026
10 Ações BARATAS para Montar uma CARTEIRA de DIVIDENDOS
The creator discusses 10 dividend-paying stocks, focusing on their performance, dividend yields, and valuation. They highlight Itaú and Bradesco as attractive for dividend investors, noting their low P/E ratios and strong dividend payouts. Vale is also mentioned, with its performance tied to iron ore prices and company efficiency.
Aug 31, 2026
AÇÃO ELÉTRICA MAIS BARATA DA BOLSA? LUCRO SOBE, AÇÃO CAI: VALE A PENA INVESTIR? CPFE3, CMIG4, TAEE11
The creator discusses the Brazilian electricity sector, highlighting CPFL Energia (CPFE3) and Cemig (CMIG4) as the cheapest and highest dividend-paying stocks. The analysis includes fundamental metrics, price targets, and dividend yields, with a focus on CPFL's attractive valuation and operational quality.
Aug 30, 2026
ALERTA NO BANCO DO BRASIL: O PIOR NÚMERO DA HISTÓRIA? | BBAS3 BBDC4
The creator discusses the Brazilian banking sector, focusing on Banco do Brasil (BBAS3) and Bradesco (BBDC4). They highlight Bradesco as the cheapest bank based on projected P/E and its consistent profit growth and dividend payments. The creator also mentions buying opportunities in Banco do Brasil when it was trading below R$17, despite recent negative news. The analysis includes a comparison of P/E ratios for Itaú, Bradesco, Santander, and Banco do Brasil, with Bradesco appearing as the most undervalued.
Aug 28, 2026
3 AÇÕES MUITO BARATAS PAGANDO ATÉ 12% DE DIVIDEND YIELD
This video discusses three undervalued dividend-paying stocks, starting with Itaúsa. JP Morgan has raised its price target for Itaúsa, citing a discount in its holding structure and potential tax efficiency improvements. The stock is highlighted for its strong dividend yield and historical performance, with a consensus buy recommendation from analysts.
Aug 24, 2026
BARSI COMPROU E AÇÃO DESABOU? BBAS3 MAIS PROBLEMAS? VAI FALTAR PAPEL NA BOLSA? DADOS DA BOLSA e MAIS
The creator discusses recent market data, including foreign investor outflows and retail investor inflows into the Brazilian stock market. They highlight Braskem's judicial recovery filing, its potential delisting from indices, and the impact on banks. The creator also mentions that investor Bernard Arnault's investment in Braskem has significantly underperformed, emphasizing the importance of risk management for large investors.
Aug 23, 2026
Bradesco a R$13,99? Estou COMPRANDO BBDC3 e Banco do Brasil (BBAS3)?
The creator analyzes the Brazilian banking sector, comparing Bradesco (BBDC3), Banco do Brasil (BBAS3), Itaú, and Santander based on projected 2026 earnings and recent performance. Bradesco is highlighted as the cheapest based on a projected P/E of 6.2x, while Banco do Brasil has a projected P/E of 6.6x. The video also discusses dividend yields, Bradesco's subscription, Banco do Brasil's dividend announcement, and the impact of foreign capital outflow on the sector.
Aug 21, 2026
3 AÇÕES SMALL CAPS MUITO BARATAS E QUE PAGAM ALTOS DIVIDENDOS
The creator discusses Unifique (UNIF3), a small-cap telecommunications company, highlighting its recent stock price drop despite positive financial results. The analysis focuses on valuation, dividend yield, and growth metrics, suggesting the stock is undervalued due to market overreaction to slower growth in passive homes.
Aug 17, 2026
Banco do Brasil (BBAS3) a R$17,99? CRISE NO SETOR BANCÁRIO BBDC4 DE GRAÇA? 3 AÇÕES CARTEIRA DO BARSI
The creator discusses the Brazilian stock market's recent downturn, driven by foreign investor outflows. They analyze Banco do Brasil (BBAS3) and Bradesco (BBDC4) in light of potential losses from the Casas Bahia judicial recovery, and also touch upon Banco BMG as part of Luiz Barce's portfolio, highlighting its dividend payments.
Aug 16, 2026
RECALCULEI TUDO: NOVO PREÇO TETO e DIVIDEND YIELD do BANCO DO BRASIL (BBAS3). Estratégia atualizada!
The creator analyzes Banco do Brasil (BBAS3) after its Q2 earnings, updating their valuation and dividend yield projections. They note that the current stock price is trading above its historical average P/E ratio and discuss the projected dividend yield for 2026. The creator also mentions Bradesco as a market favorite and hints at a structural change in the banking sector.
Aug 12, 2026
🚨URGENTE: LUCRO DO BANCO DO BRASIL FOI RUIM? 600 MILHÕES EM DIVIDENDOS E MAIS
The creator discusses Banco do Brasil's recent earnings report, noting that the bank's profit exceeded market expectations despite a significant drop in its stock price. While the bank showed positive operational results, concerns were raised about the rising cost of credit and non-performing loans, particularly in the personal and agribusiness segments, suggesting potential future impacts on profitability if provisioning is not adjusted accordingly.
May 31, 2026
Banco do Brasil (BBAS3) a R$19 JÁ É REALIDADE? BRADESCO SAÚDE MUITO BARATA e PAGANDO DIVIDENDOS?
The creator discusses the banking sector in Brazil, noting a significant drop in the Ibovespa index and the financial index (IFNC). They analyze several major banks: Itaú, Bradesco, Banco do Brasil, and Santander, comparing their P/E ratios and market valuations. The creator expresses concern over rising non-performing loans and judicial recovery rates, particularly impacting Banco do Brasil.
May 13, 2026
🚨URGENT: STOCKS FALLING despite RECORD PROFITS and DIVIDENDS! ITSA4 | BBAS3 at R$20 AGAIN?
The creator analyzes the financial sector, focusing on Itaúza (ITSA4), BR Partners (BRPR3), and BTG Pactual (BPAC11). Itaúza reported record profits and a positive dividend outlook despite a stock price drop. BR Partners showed revenue growth but declining profitability, though it remains a good dividend payer. BTG Pactual delivered strong results and growth, but is not recommended for dividend-focused investors.
May 8, 2026
5 YEARS LOSING MONEY? 35% DROP IN STOCK and KLABIN'S TERRIBLE RESULTS? BANCO ITAÚ RESULTS
The creator reviews the recent financial results of three Brazilian companies: Itaú, Klabin, and ISA Energia. Itaú reported strong earnings and improved credit quality, while Klabin's results were disappointing due to commodity price drops and currency fluctuations. ISA Energia showed positive revenue growth and operational improvements, but potential future leverage increases are a point of attention. The creator offers investment perspectives on each, emphasizing long-term value and cyclical company analysis.
May 5, 2026
🚨WHAT TO EXPECT FROM BB SEGURIDADE? COULD DIVIDENDS PLUMMET? BBAS3 BRSR6 AND STOCK MARKET DATA
The video discusses the Brazilian stock market, focusing on the banking sector and BB Seguridade. It highlights low foreign investor allocation, negative fund flows into equities, and the shift towards fixed income. Key banking stocks like Itaú, Bradesco, BTG, Banco do Brasil, and Santander are analyzed based on their recent earnings reports and future expectations. BB Seguridade is examined for its valuation, dividend yield, and operational risks, with a mention of Banrisul's dividend announcement.
May 3, 2026
🚨STOCK PLUMMETS 60%? 15% DIVIDEND YIELD. PETROBRAS NEW RECORD | IRANI (RANI3) and SUZB3 RESULTS
The video discusses the financial results of Petrobras, Irani, and Suzano, focusing on their operational performance, dividend yields, and market outlook. Petrobras reported record production and export figures, with strong potential for future dividends. Irani showed a mixed but satisfactory performance, with a high free cash flow yield despite a drop in net profit. Suzano's results were below expectations, impacted by falling commodity prices and high capex, making it less suitable for dividend-focused investors.
May 1, 2026
🚨URGENT: STOCKS PLUMMET UP TO 7% AND THEY TOLD YOU TO SELL BANCO DO BRASIL? 1Q26 RESULTS: VALE3, ...
The video discusses the recent performance of Santander, Veg, and Vale following their Q1 2026 earnings reports. Santander's profitability declined, and credit quality worsened, leading to a sell rating from Goldman Sachs. Veg experienced a drop in revenue and profitability, impacted by rising copper costs and unfavorable currency exchange rates. Vale reported strong operational growth and profit, but concerns remain about rising costs and debt, despite a positive outlook for dividends.
Apr 24, 2026
🚨CHEAPEST SECTOR ON THE STOCK MARKET? BB SEGURIDADE IN DANGER and BILLIONS IN ISA ENERGIA. IS IT ...
The creator discusses the current state of the Brazilian stock market, highlighting undervalued sectors like small caps and banking, while noting overvaluation in others like basic services and energy. The video focuses on ISA Energia, detailing its recent price surge driven by speculation on a potential large payout, despite stagnant operational performance. The creator expresses caution regarding this speculative element but acknowledges ISA Energia's historical strength in dividends and operational consistency.
Apr 17, 2026
🚨URGENT: WERE BBSE3 SHARES ORDERED TO BE SOLD? CXSE3 PLUMMETS ON THE STOCK MARKET and BANCO DO BR...
The video discusses the financial performance of Banco do Brasil, BB Seguridade, and Caixa Seguridade, noting recent downgrades and negative outlooks for the insurance sector. It also covers the poor Q1 earnings of Home, with a significant drop in profit and revenue, reflecting a challenging macroeconomic environment. Despite the negative sentiment, the creator suggests potential long-term opportunities for investors in the insurance sector if prices fall further.
Apr 15, 2026
🚨URGENT: WILL BANCO DO BRASIL DILUTE SHAREHOLDER SHARES? BONUS ISSUES ON THE WAY? ITAÚSA and STOC...
The video discusses the Brazilian stock market, focusing on Itaúsa and Banco do Brasil. It analyzes institutional investor behavior, potential capitalizations for Banco do Brasil, and positive outlooks for Itaúsa due to tax changes and potential IPOs of its subsidiaries. The creator advises caution regarding Banco do Brasil's news and emphasizes focusing on fundamentals.
Apr 15, 2026
Banco do Brasil (BBAS3) at R$22? Stock plummets with billion-dollar losses: Braskem, Petrobras, a...
The video discusses opportunities in the banking sector due to recent drops in stock prices, mentioning Bradesco, Banco do Brasil, Itaúsa, Itaú, and Santander. It also covers Petrobras's performance amidst rising oil prices, highlighting PRIO as a major beneficiary. The analysis extends to Eng's success in transmission auctions and the financial results of Bradespar and Braskem, with a cautionary note on Braskem's high leverage and consistent losses.
Apr 15, 2026
3 Stocks That Pay High Dividends, and One of Them Is Very Cheap
The video discusses three dividend-paying stocks: BB Seguridade, Alos, and Axia Energia (formerly Eletrobras). BB Seguridade is highlighted for its attractive valuation and high dividend payout despite potential profit declines. Alos is noted for its recent dividend policy changes and market share growth in the shopping center sector. Axia Energia is presented as an efficient energy company with increasing dividends, though its valuation is already reflecting these improvements.
Apr 15, 2026
🚨 3 STOCKS THAT PLUMMETED BY UP TO 35% AND NO ONE IS NOTICING. IS IT WORTH INVESTING THINKING ABO...
The video discusses cyclical stocks that have seen significant drops despite the recent stock market rally, highlighting potential investment opportunities. It covers companies in the oil, mining, and cellulose sectors, analyzing their recent performance, financial outlook, and dividend potential for the first quarter earnings season. Specific companies mentioned include Petro Recôncavo, Vale, CSN Mineração, Suzano, Clabin, and Irani.
Apr 15, 2026
🚨WARNING: CHEAPEST STOCK ON THE STOCK EXCHANGE? HOW DID CEMIG DOUBLE ITS ASSETS WITH BONUS ISSUES?
The creator discusses several Brazilian stocks: CEMIG, Banco de Brasília, JHSF, and IRB. CEMIG is highlighted for its dividend announcements and potential for stock bonuses, though its current price is at a 52-week high. Banco de Brasília is presented as a very cheap bank with a high dividend yield, but carries significant risk due to its involvement with Banco Master and potential liquidation. JHSF is praised for its strategic shift towards recurring income and strong financial results. IRB has announced its first dividend in five years, but faces operational challenges and a history of accounting fraud, leading to caution.
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