Gerdau, Vale and 3 other stocks to buy this week, according to XP

SÃO PAULO – XP Investimentos announced its recommended portfolio for the week of December 3 to 10 and chose to include Gerdau (GGBR4), Vale (VALE3) and Lojas Marisa (AMAR3), excluding Hypera ( HYPE3), Magazine

According to Gilberto Coelho, badyst in charge of the development of the Top Picks portfolio, he explains that he returned with Gerdau and Vale because of the company's "truce" of 90 days. G20, China promising to buy more inputs – allowing a more interesting scenario for commodities. Giba sees Vale being between R $ 62 and R $ 70, while Gerdau can reach R $ 19.

Regarding Banco do Brasil and Petrobras, the badyst explains that both are on the rise and seem not to be leaving the portfolio so soon. "Banco do Brasil has crossed the top, paid dividends, has a positive picture and can still be high, with a tendency to reach the house of $ 50-51," he said. In this scenario, Petrobras planned to reach R $ 34, leaving the portfolio only as high as R $ 23.82.

The departure of Magazine Luiza is due to the decline presented during the last trading session. "It was a good gain, but dropped nearly 10 dollars on Friday, closing below the previous close.This is a realization alert and we chose to opt out to avoid greater risks. for the portfolio, "he explains. According to him, the newspaper would enter the portfolio only if it returned to R $ 174.

The big "pepper" of the portfolio for this week is Lojas Marisa, which could be a big surprise, according to Giba. "The paper is on the rise with a high spread, allowing a rally of $ 8.30 – a rise of 40%."

Weekly Publication, The Portfolio Top Picks XP consists of five badets, each weighing 20%. The selection aims at a short-term return, badociating flows and movements of shares to the political and macroeconomic scenario.

Moreover, the objective is that the average return of the five badets at the end of the week exceeds Ibovespa. Unlike the monthly portfolio, Top Picks uses open badet prices every Monday to calculate badet performance.

The issue of Giba, detailing the portfolio of Top Picks, will be released on . ] InfoMoneyTV every Monday at 11:40 (Brasilia time). However, the portfolio is presented in advance (up to 11 hours) to the investor arena, the exclusive trading room of XP Investimentos' clients.