A well-diversified portfolio, with stocks from various sectors, is Guide Investimentos’ choice for the month of May. There are ten shares in total, including those of the jewelry retailer Vivara (VIVA3), the shopping center manager Multiplan (MULT3), the mining company Vale (VALE3) and Banco do Brasil (BBAS3).
Check below the reasons for the choices of each of these companies as a stock purchase recommendation.
Vivara (VIVA3) was one of those chosen by Guide, as the company had good results in the last quarter of 2021, with physical store sales growing 21.4% compared to 2020 — mainly due to the increase in product prices. Next Tuesday (10) the company will disclose the results of the first quarter of this year.
Multiplan (MULT3), owner of MorumbiShopping (SP) and BarraShopping (RJ), had a strong recovery in all its operating fronts compared to the level before the pandemic, according to the investment broker.
The previous numbers for April indicate that the scenario should remain favorable for sales despite the flow still remaining 4% below pre-pandemic levels. This, for Guide, is an opportunity for growth and, therefore, investors should keep an eye on the company’s shares.
Vale (VALE3), according to the broker, is one of the main beneficiaries of the increase in the price of international ore and the rise of the dollar against the real, as it is one of the main exporting companies in the country and is among the most relevant mining companies of the world.
Bank of Brazil (BBAS3)
Banco do Brasil (BBAS3), for Guide, showed strength even in a delicate macroeconomic scenario, with growth of 18% in the fourth quarter of 2021 in the loan portfolio compared to the previous year, reaching R$ 875 billion, while maintaining the 90-day delinquency controlled at 1.85%.
The broker indicates buying BB shares, as it believes that the growth in the loan portfolio and the control of delinquency should continue throughout 2022.