TAEE11Taesa
Power transmission34% below Barsi ceilingTaesa 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.
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All Top Picks so far
Every week’s four picks in one place, newest first. Open any card to read the full note.
First week of November 2026This week
Open week →CMIG4Cemig
Electric utility5-yr avg yield 8.9%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.
Read the note →CYRE3Cyrela
Homebuilder5-yr ROE 15.3%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.
Read the note →ITUB4Itaú Unibanco
BankLynch ratio 2.9Peter 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.
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