Top Picks · first week of November 2026
Every Monday before the open, we run the publicly known investment formulas of four legends on the Ibovespa. These are our own screens: the legends had no part in choosing these stocks and do not endorse them.
Taesa gets paid to keep Brazil's power lines available, rain or shine, and has paid out 9.2% a year on average. Barsi's 6% rule would pay up to R$ 60.22. It closed at R$ 39.59.
+1.6% since the pick · Ibovespa +0.3%
Read the note →At today's price, R$ 100 of Cemig stock paid R$ 12.50 in dividends over the last twelve months. Profit has grown 11.3% a year, and the shares trade near book value, 32.9% below Bazin's ceiling.
+3.2% since the pick · Ibovespa +0.3%
Read the note →Cyrela has averaged 15.3 cents of profit a year on every real of shareholder money, and the whole company costs only 3.65 times one year's profit. Among the 13 quality names on Buffett's screen, none was cheaper.
+12.9% since the pick · Ibovespa +0.3%
Read the note →Peter Lynch asked for a score of 1.5. Itaú, Brazil's largest private bank, scores 2.9: profit up 18.9% a year for five years, a 7.5% yield and a P/E of 9.1.
+4.8% since the pick · Ibovespa +0.3%
Read the note →Price change only: dividends are not included, in the stocks or in the benchmark. The Ibovespa is measured through BOVA11, the ETF that tracks it. Prices: B3 end of day. Updated every Saturday. Past results do not predict future ones.