…so warn that its net debt to EBITDA is above two times, so you have to keep an eye on Localiza's debt, but a ranking is a ranking, so it will pay 56 cents per share on 11/18. This equals 2.05%, almost double fixed income just in dividends. We have a buy recommendation here for Localiza. You can see that both RENT4 and RENT3, which are Localiza, are here at the top of the ranking. And Localiza has an appreciation potential of almost 30% 28.9%. So Localiza would be at the top for you to include in your dividend portfolio. E…
We have a buy recommendation here for Localiza.
Contexte extrait par IA
Right after, we have Localiza, an excellent company, although we must also warn that its net debt to EBITDA is above two times, so you have to keep an eye on Localiza's debt, but a ranking is a ranking, so it will pay 56 cents per share on 11/18. This equals 2.05%, almost double fixed income just in dividends. We have a buy recommendation here for Localiza. You can see that both RENT4 and RENT3, which are Localiza, are here at the top of the ranking.
…d place here would be Petrobras. And in third place, we have Engie, which will pay a dividend of 29 cents per share with the price at 23.44 the last time I checked. That gives a dividend of 1.24, which is also above what fixed income pays. Our recommendation is to buy. It's a company in the shopping mall sector, so it makes money from mall parking and, obviously, from mall store rents, and it's also very cheap. But in this ranking I filtered by price percentage, it would be in third place. And here we ha…
Our recommendation is to buy.
Contexte extrait par IA
And in third place, we have Engie, which will pay a dividend of 29 cents per share with the price at 23.44 the last time I checked. That gives a dividend of 1.24, which is also above what fixed income pays. Our recommendation is to buy. It's a company in the shopping mall sector, so it makes money from mall parking and, obviously, from mall store rents, and it's also very cheap.
Transcription Complète
Hey there, fellow dividend lovers. How are you doing? I hope you are mostly doing well. Well, today I'm going to talk about the top three companies paying dividends in November. November, guys. And over 30 companies will pay dividends in November. I've put together a top three of companies with buy recommendations, good upside potential, and that will also reward you so you win on both fronts: through appreciation and through dividends and interest on equity. Just a quick reminder that we have a 90 %discount in our "Black of Blacks" sale , where my team will help you improve your portfolio. So take advantage of it and test it for seven days for free. Just comment below "I want" or comment " Black of Blacks" and I'll send you the link so you can better understand how it works and let my team follow your portfolio. You will never be alone again . So let's head to the dividend calendar for November. Well, in it you can see who pays and who qualifies in November. We used the last day of the previous month as the database. So, all values for upside potential and also dividend yield are based on the price from the last day of last month. And this is the monthly calendar we provide to our subscribers and also in my WhatsApp group. So, as I said, we will have 31 payments in the month from 18 different companies . So, as you can see here, Localiza, for example, is obviously going to pay those who have RENT4 and those who have RENT3 . So, in total, there are 18 companies and 31 payments in the month. The highest value per share will be paid by Porto Seguro, ticker PSSA3, which will pay 0.89 per share. But this in isolation doesn't mean squat . The important thing is to know what the return is for every real invested, and by that metric, Camil is the one that pays the most. This is for one month, okay? It's in the month of November. So for Camil, the "data com" is 11/30, and 21 of these stocks are at their "data com". And what is a "data com"? It is the last day for you to have the stock in your portfolio to guarantee the right to this dividend. So if you buy after this day that I put here as " data com" in this table, if you buy after, the money stays with whoever sold you the stock. So, the payment date that I also put here is the date the money lands, drops into your brokerage account, and it can be weeks or months after the "data com" . That is why I included both dates here, both the record date and the payment date. And here I also included a column for the percentage of the price. So this is how much the earnings, whether interest on equity or dividends , represent in terms of each share's price. So 19 cents per share, which is what Camil will pay, divided by 3.97, which is how much one share is worth, gives a 4.8%dividend for the month, and that's just for this payment, right? Not the dividend yield for the year. And here I have listed for you the earnings that will hit your account throughout November, from highest to lowest in relation to the share price. So, for the majority of these companies , the record date has passed. But we also have to say here that dividends are not a free lunch. In theory, whenever a company pays a dividend, the following day it should suffer in terms of share price, because the money left the company's cash and went into your pocket, okay? But it is very interesting to receive dividends. I really like it and I already pay some bills with the dividends I receive. So let's move on to this table. The first company here that stayed at the top is Alloyd, which is a cell phone retailer, basically, I think they have kiosks in malls and that sort of thing. And this percentage of the price here was absurd. So, 11.86%, because it is an extraordinary interest on equity payment that this company is going to make. It's a very small company, we don't cover it here at Inside, but anyway, it topped the ranking. Right after, we have Localiza, an excellent company, although we must also warn that its net debt to EBITDA is above two times, so you have to keep an eye on Localiza's debt, but a ranking is a ranking, so it will pay 56 cents per share on 11/18. This equals 2.05%, almost double fixed income just in dividends. We have a buy recommendation here for Localiza. You can see that both RENT4 and RENT3, which are Localiza, are here at the top of the ranking. And Localiza has an appreciation potential of almost 30% 28.9%. So Localiza would be at the top for you to include in your dividend portfolio. Even though the record date has already passed, our subscribers who followed our lead and bought Localiza will receive payment on 11/18. And it is a company that is well discounted compared to what it should be worth. Next, we have Porto and Porto Seguro, which will pay a dividend on 11/30. You can see that the ex-dividend date was March 30th. So, there is a delay here. You can see that its ex-dividend date was March 30th of this year. This will be paid on November 30th. Quite a few subscribers here at Inside. Bought Porto Seguro. Insurance companies are usually cash cows that pay good dividends. As you can see, Caixa Seguridade is also here with a very interesting payment, but both Porto Seguro and Caixa Seguridade have a neutral rating. Caixa Seguridade even has some downside here; it is a stock that is already trading at a higher price than what it should be worth. But following the table, we have Localiza in first place in the ranking. Right after, you can see there is Santander. There are several banks here that will also pay dividends this month , but for Santander, we don't believe it makes much sense, even though it's well discounted, because the bank's balance sheet was quite poor; it disappointed our analysts and most market analysts. And our recommendation for Santander is neutral. Next, we have Klabin, which had a buy recommendation, but we changed it to neutral, precisely because our clients also made a lot of money with Klabin, but it will pay 1.45%in November, on November 12th for Klabin's preferred shares KLBN4. This gives a percentage of the price of 1.45, also more than fixed income, but despite this 15.1%upside, we have a neutral recommendation. Right after, in second place in our ranking, would be Petrobras, which will pay interest on equity on 11/23 for those who hold PETR4. This provides a very interesting dividend of 1.35%. Petrobras is well discounted, we like the company a lot, and whenever a conflict breaks out, oil companies end up holding up our portfolios quite well . So, we have Petrobras in our Elite Inside portfolio, which is a company that is also well discounted, but, regarding dividends and earnings, really right? Because this is interest on equity, which it will pay on 11/23, in terms of earnings, it really stands out. So, in second place here would be Petrobras. And in third place, we have Engie, which will pay a dividend of 29 cents per share with the price at 23.44 the last time I checked. That gives a dividend of 1.24, which is also above what fixed income pays. Our recommendation is to buy. It's a company in the shopping mall sector, so it makes money from mall parking and, obviously, from mall store rents, and it's also very cheap. But in this ranking I filtered by price percentage, it would be in third place. And here we have other companies as well . So Taesa is also a great cash cow that pays good dividends. The fact is that the electric power sector, especially transmission, as is the case with Taesa, will have a hard time with these interest rates, which are heavily penalizing the company. So, in the case of Taesa, I know a lot of people get pissed at me because they like the company, and it is a hell of a company, but it's in a sector that has been suffering a lot lately. Got it? So, I'm going to send, or actually, I've already sent this little table to my WhatsApp group. Every day I send some analysis, some study, or some compilation like our dividend calendar to my WhatsApp group. And that's it for this video. Check if you are subscribed to the channel because many people are saying they are being unsubscribed. So re-subscribe to the channel, leave that sneaky like, and comment anything so I can send you the link to test our Black Friday of Blacks with a 90% discount. Got it? for this video. That's it, a kiss in your hearts, let's earn some money, I'm out.
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