Ativa Investimentos has created a stock portfolio for those looking for short and medium term opportunities. In May, the broker selected the shares of meat processing company JBS (JBSS3), software company Totvs (TOTS3), pharmacy chain Pague Menos (PGMN3), among others.
See below the reasons for choosing each of these companies as a stock purchase recommendation.
The choice of JBS (JBSS3) is justified, according to Ativa, because the negative scenario for domestic companies and for the Brazilian exchange ended up favoring the company. The meat processor has more than 70% of its revenues from operations in the United States.
Totvs (TOTS3) is interesting, according to Ativa, because the recent acquisition of RD Station and Supplier tend to strengthen the company’s operations in different areas, such as e-commerce and financial services.
Pay Less (PGMN3)
Pague Menos (PGMN3) benefits from the opening of stores in the interior of the North and Northeast regions and from the acquisition of ExtraFarma.
Also interesting is Clinic Farma’s service proposal (a mini-medical office in the pharmacy) and the focus on the expanded middle class, with greater consumption potential.
Stocks removed from the portfolio
In relation to April, Ativa withdrew shares such as PetroRio (PRIO3) and Suzano (SUZB3).
The portfolio dropped 4.8% last month, less than the 10.1% drop in the Ibovespa, the main stock exchange index (B3), in the same range.
Year-to-date, Ativa’s selection is up 8.1% while the Ibovespa is 2.9%.
