Vale (VALE3) is included as a cyclical dividend payer and a major commodity company, with its risk exposure distinct from other commodities like oil.
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DIVIDENDOS: BBAS3 e BRSR6.QUANTO IREI RECEBER? É LOUCURA TER BBSE3 e CXSE3 na MESMA CARTEIRA?
Sep 9, 2026
The creator discusses dividend payments from BanSul and Banco do Brasil. BanSul is highlighted for its frequent and high dividend yield, making it attractive for passive income despite operational challenges. Banco do Brasil's dividend and profit expectations have been lowered by BOFA, with projections suggesting it may not meet its guidance and a potential downside to its price target.
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Petrobras (PETR4) is considered a good choice as a cyclical dividend payer and a major commodity company, with its risk exposure differing from other commodities.
Bradesco was mentioned as one of the banks that suffered the worst cut in profit expectations by BOFA.
BanSul is a good option for passive income due to its frequent and high dividend payments, despite operational challenges, and is often trading at a discount.
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Tracked calls opened from this post
SUGPbuy opened Sep 9, 2026
+147.68%