BBAS3: COMPREI MAIS AÇÕES. APROVEITANDO A QUEDA DA COTAÇÃO. CHEGUEI À 63 AÇÕES DE BANCO DO BRASIL.

Summary

In this video, the presenter discusses the current decline in the stock price of Banco do Brasil, which has dropped to R$ 25.52. Despite some investors being concerned about the company's latest results, the presenter sees this as a buying opportunity and has increased their investment by purchasing more shares. They highlight the bank's solid dividend yield, good financials, and potential for long-term growth. The presenter encourages viewers to buy stocks gradually and shares their strategy of taking advantage of the market dip to strengthen their portfolio.

Takeaways

• 😀 The speaker discusses buying Banco do Brasil shares, which are currently priced at R$25.52, as they see it as an opportunity due to the stock's decline.
• 😀 The bank has a low P/E ratio of 5.08, which the speaker considers an attractive value for investors.
• 😀 Banco do Brasil's current dividend yield is 9.64%, which is considered a good yield by the speaker, especially compared to previous years.
• 😀 The speaker highlights that the bank's P/E ratio and price-to-book value (P/BV) make it an appealing investment right now.
• 😀 Despite some investor concerns over Banco do Brasil's financial results, the speaker remains confident about its long-term potential and plans to hold the stock for the long term.
• 😀 The speaker refers to the company’s positive revenue growth, with the bank maintaining strong performance even during uncertain times.
• 😀 The bank’s net income is reported to have grown significantly in recent years, reaching R$33 billion in 2023.
• 😀 The speaker mentions the importance of buying shares gradually during market dips, using this moment to increase their portfolio in Banco do Brasil and other assets.
• 😀 The speaker uses valuation models like Benjamin Graham's and DCI Bazin to assess that the current stock price is below its fair value, making it a potential value investment.
• 😀 The speaker expresses a desire to invest more but is limited by available funds, showing the importance of buying in increments during market declines.
• 😀 In conclusion, the speaker encourages viewers to take advantage of current market conditions and invest carefully, gradually building their portfolios over time.

Q & A

What is the current stock price of Banco do Brasil mentioned in the video?

The current stock price of Banco do Brasil is R$25.52.

What is the P/E ratio of Banco do Brasil at the time of the video?

Banco do Brasil has a Price-to-Earnings (P/E) ratio of 5.08, which is considered a good value.

What is the dividend yield of Banco do Brasil mentioned in the video?

The dividend yield of Banco do Brasil is currently 9.64%, which is a relatively high yield.

What is the speaker's opinion on the current price of Banco do Brasil's stock?

The speaker believes the current price of Banco do Brasil's stock is an excellent opportunity for investment, stating that it's priced very well despite some recent results that investors didn’t find favorable.

Why does the speaker consider Banco do Brasil to be a good investment at the moment?

The speaker sees Banco do Brasil as a good investment due to its low price compared to its intrinsic value, strong dividend yield, and consistent performance in generating revenue and profit over the years.

What method does the speaker use to evaluate the fair price of Banco do Brasil's stock?

The speaker uses the GARRA method to calculate the fair price of Banco do Brasil's stock, which they find to be R$59.68. Currently, the stock is priced at R$25.52, indicating it is undervalued.

What is the speaker's stance on Banco do Brasil's recent financial results?

While some investors may not have been impressed by Banco do Brasil's recent results, the speaker remains confident in the bank's potential and continues to invest in its stock.

How many shares of Banco do Brasil does the speaker own, and how many did they recently purchase?

The speaker owns 63 shares of Banco do Brasil and recently purchased 8 more shares during the price drop.

What was the speaker's buying strategy for Banco do Brasil shares during this dip?

The speaker's strategy is to buy shares gradually during the price dip, aiming to increase the quantity of shares and diversify their portfolio at favorable prices.

How has Banco do Brasil's revenue and profit been trending in recent years?

Banco do Brasil has shown steady growth in both revenue and profit. The speaker highlights the company's ability to maintain high revenue and increasing profits, even in the face of market challenges.