As for those investing in stocks and real estate funds this month, in the dividend portfolio, the conflict between Russia and Ukraine should be at the center of shareholders’ attention.
The war, which has lasted ten days, boosts the price of several commodities, such as oil, wheat and corn. This could impact food prices here in Brazil and lead to high inflation. As a result, the Selic, the basic interest rate, may also rise.
The high Selic ends up making investments in fixed income more attractive.
dividend portfolio
For the March dividend portfolio, the CNN Brasil Business gathered recommendations from Warren, Guide, Órama, Terra, Planner, XP, NuInvest, Ágora Investimentos and BTG Pactual.
Dividends are a portion of a company’s net income and distributed to shareholders. The amount can be paid monthly, quarterly or semi-annually.
It is worth noting that the dividend depends on macroeconomic, sectoral and individual issues of each company, and how these aspects influence each corporate performance.
See what experts commented on the most suitable companies:
Petrobras
Action: PETR4
Comment: planner
The company stands out after the Board of Directors approved the proposal for the distribution of supplementary dividends in the amount of R$ 2.86 per common and preferred share.
Payment will be made on May 16, and these dividends will be adjusted by Selic from the end of 2021 until the payment date. The estimated return is 8.4%.
Engie
Action: EGIE3
Comment: drama
Engie is a company focused on electricity generation, but also with interests in distribution and natural gas. Since privatization it has been an excellent dividend payer as well as an excellent allocator of capital, entering atypical projects with a high rate of return and having consistent success.
In addition to the good prospects associated with recent initiatives in the gas and wind power markets, we recommend taking action in this portfolio, especially due to the recurring earnings that the company pays to shareholders.
Taesa
Action: TAEE11
Comment: Guide
Transmissora Aliança de Energia Elétrica is one of the largest private electric power transmission groups in Brazil in terms of annual revenue.
The company remains with solid execution of the new concessions, in addition to the attractive dividend yield that the shares are trading. The low regulatory risk of Taesa, which has long contracts, expiring in 2030, is another highlight. The company has historically reported steady and robust cash generation, with very high margins.
Among the risks, the following stand out: the development of new projects, which may have delays and costs above expectations and delay in the process of integrating new operational assets acquired.
Source: CNN Brasil
I am Sophia william, author of World Stock Market. I have a degree in journalism from the University of Missouri and I have worked as a reporter for several news websites. I have a passion for writing and informing people about the latest news and events happening in the world. I strive to be accurate and unbiased in my reporting, and I hope to provide readers with valuable information that they can use to make informed decisions.
