PBR

Purple-Commission-24

PBR

907cconnak

Best i can do is a PBR

GrandKnew

grandpa told me that I hadn't been to Vietnam. that I hadn't seen the things that he'd seen. ... well I told him he's never assassinated a HVT deep in the Chernobyl zone with an 896m shot. Nor has he piloted a PBR gunboat down the Mekong River.

jrex035

I'm assuming it's people worried about the Brazilian election results and taking profits, but yeah its dumb. Insanely high FCF, low pe, lower forward pe and it still can't break 52w highs. Doesn't even make sense anyway, Lula is gonna win and not much will change (he's the current president and was president when PBR hit ATHs back in 08)

Puzzleheaded-One-607

PBR down 5% last week truly makes no sense

DarkR124

Calls for suppliers that will fill the gap, I’d do a month out. Maybe even 90 days. CVX, XOM, PSX, PBR, etc. I went CVX, PBR and XLE.

DrElkSnout

AI is fucking weird. I'm not sure I would want the malleable mind of youth with today's technology. I grew up on titty mags and warm PBR. Now kids have to see shit like this. I feel sorry for them in a way.

IneedtheWbyanymeans

the exploded funds are PHE and PBR by Pusula Pörtföy. The leading fun is called TLY by Tera

DarkR124

Oil the only dam thing making me money right now. Up big on PBR, OXY, XLE. My tech/semi shares getting bent over. Don’t see the bleeding stopping until the wars over which could be years.

browsk

PBR 🤑

0xBorisjohnson

$PBR. Thats it. Thats the comment.

0xBorisjohnson

I full ported PBR couple of months back so when I say I am an oil man I think you will agree. Good luck to us both brother, long may international chaos and conflict continue, and long may it buoy our pockets. Since you are here, any thoughts on TPET? One man discovery and rights operation based out of Malibu. Came on my radar yesterday. Supermicrocap bullshit but might have a punt.

0xBorisjohnson

Nice one brother but where is $PBR?

0xBorisjohnson

$PBR. Brazilian national petro-chemical firm. P/E @ 4.8, dividend yield is 7%, you get paid to be patient and ride out all this fuckery. China are buying. Or not, what do I know, im literally just saying numbers.

jrex035

I've got strong bets on: * PBR (Brazilian consolidated oil major still off its 52 week highs with a pe of 6.5 and 7% dividend yield) * SU (undervalued IMO, makes big money on refining and sitting on a mountain of sulphur right now) * CVE (similar to above, undervalued Canadian major) * WCPRF (Canadian oil producer, insanely profitable at current oil prices) * OBE (same as above) * EQNR (Norwegian oil and natgas producer, one of the only refineries and natgas producers with fields/infrastructure in Europe itself will make bank this fall and winter) * TTE (French major with broad energy portfolio including oil, refining, natgas, solar, wind and more, still below its 52 week highs with solid dividends and low pe) * FRO (tanker stock making absurd amounts of money right now and delivering fat dividends, $2.61 per share payment goes out next week) * ECO (same as FRO, insanely profitable tanker distributing those profits to shareholders with a ***$5.25*** dividend delivered last month, has a 29% yield right now AND is up 150% over the past year) * FSLR (industrial level solar manufacturer with production in US, PE of ~13, no debt, high growth, held back by the shittiness of the solar industry as a whole)

0xBorisjohnson

A month ago I full ported PBR and now I need the universe to prove to me that I am actually an undiscovered genius of my time, the wizard of wall street, the wolf of walmart,

jrex035

My biggest holdings are mutual funds that track the S&P and semis, but as far as individual stocks go: ECO FRO PBR CNQ SU FSLR

Energy4Days

I don't drink any more but back in college I thought PBR was the best tasting cheap beer compared with bud light, coors etc 

whineylittlebitch_9k

dude, Outlaw is $17 for a 30 pack, and I'd describe it as a smooth PBR.

CpnStumpy

Let's be clear here, 1893 Chicago World's Fair is nothing to shake a stick at! PBR on the other hand is just awful. If you absolutely must drink piss beer, make it a banquet, or if you want to get fancy Modelo is delicious. Why people decided to raise PBR as not-terrible I don't know. Chicago World's Fair may have been 133 years ago, but Pabst is still the one and only mark against the most spectacular American event in history. May all your chi dogs delight, and your walkways ever be moving.

Sparklemagick

PBR makes weed drinks now.

Jk8fan

Miller High Life is my go to... ....if they don't have that, Coors Banquet..... ....if they don't have that, PBR..... ....if they don't have that, I just leave

Ok_Mammoth5292

Had a work buddy that loved PBR, he'd never miss an opportunity to tell us "it won a blue ribbon for a reason boys!"

Lopsided_Package9033

I find PBR's popularity kinda funny. In my day, it was the beer your dad's bowling buddies drank.

CantaloupeSea48

I sold it for PBR. Dang that beer was cold

No_Feeling920

CNQ, CVE, SU, PBR have been great, but not a trade for paper hands and weak stomachs. The amount of contradictory (dis)information is staggering. I am holding, but I got shaken out of Equinor earlier this year from all the "peace next week" headlines and market reactions to them. Now, I only focus on the Iran's messaging and tuning out the western propaganda. Still, I have no idea, what the heck is going on in China and their reserve and import strategy (a significant - yet opaque - variable in this trade).

bodhi1990

I dip my Tony’s in PBR like a fucking hot dog heating competition

spanishgypsy

PBR all the way!!!

0xBorisjohnson

No leverage but holding three stocks atm cause I'm a fucking pussy Two have earnings today (SLS and PBR) and the other one has earnings this week (ONDS) How fucked am I?

thenuttyhazlenut

|Ticker|Allocation| |:-|:-| |KSPI|22.75%| |ADBE|12.25%| |ACGL|10.50%| |DR (TSX)|10.50%| |CWL (TSX)|8.75%| |QFIN|8.75%| |PBR|8.00%| |TME|6.25%| |FMCC |5.00%| |SGOV|3.25%| |MELI|2.25%| |QQQ Put|1.75%|

ruthlessdigital

My oil and gas stocks are going upwards. Permian Resources, PBR and Liberty Energy

Moist-Guava-732

>***full port oil stocks tomorrow*** * XOP * XLE * XOM * PBR * CVX * OXY * DVN * SLB

Dub-MS

Listen to this big spender over here. Too good for PBR?

Killerfeed_Reborn

I bought 4 shares of PBR as a meme holding, cause I drink a lot of pbr 4-packs. Shits up like 50% since buy in. Didn't know that was the hedge I needed. 

yayaya888

What’s your brand? PBR or National Bohemian here🫡

No_Employ__

PBR gonna moon. Too bad I got $17 dec 18 and not some shit expiring tomorrow

ComeHereOften1972

Watching LUNR. Holding PBR. might add UAMY back to the watch list as well.

ValuableImmediate718

Tells me you're new to Korean stock market without saying it... Valuation here is quite different from the US. There were even a lot of companies with sub-1 PER or PBR till last year

Bugout-2020

Bra7i1 .... One of my fondest memories in life. Free beer for every goal scored if you wore your teams jersey at the bar I went to (Also a pizza place). My ex wore one of mine, I got super wasted as she didn't want to drink 7 pints if PBR.

thenuttyhazlenut

I chose LNG and PBR as hedges on the Iran/strait situation lasting

jrex035

My highest conviction right now are foreign producers due to their low multiples and room to run: PBR, CNQ, CVE, STHRF, JRNGF, and SU. Other than that, refiners are a good bet since they've been making absolute bank from record high crack spreads (VLO) and oilfield servicers since they're in high demand (HAL). But in all honesty, if you close your eyes and pick at random it would be hard to find bad companies in the space. The XLE and XOP etfs are solid choices as well, especially XLE

elmorepalmer

If no one buys a company that is super undervalued, or that has amazing profit, the company can return value to shareholders via dividends or buybacks. PBR for example, Brazil's main oil producer, paid a special dividend of over 100% of its share price around covid. The thing is that market is "efficient" and forward looking enough that companies focused on growth get their shares bought up and traded before this has a chance to happen.

burndestroywreckkill

Don announces tariffs on Brazil, 25%. What is he trying to tank and then buy into. Top 3 brazil related stocks that AI gave me are 1) PBR [oil stock], 2) VALE [mining iron ore and nickel], 3) NU [banking or some shit?] Does anyone else have any Brazil related pump schemes they know about?

unicornprowling

Soon as the war started I bought PBR.. why because most people bought American companies. But I have been worried about BRICS for awhile so i figured kill 2 birds one stock. Ride the oil explosion and the American collapse/accelerated decline.. I have VALE and CDE to capture copper, iron and gold all needed for computer buildout. lol I even grabbed a few shares of SSL again an energy play outside of America exposed to BRICS.. biotech and many other sectors will sell off to make room for SpaceX 🤷🏽‍♂️🫣

Cheesecowmilk

Here's some DD I did, what do y'all think? **A bull thesis on TKO** TKO is the parent company of UFC and WWE, recently they acquired **On Location**, IMG (event broadcasting), and PBR. 3 upcoming bullish factors: 1. White House fight event * UFC fight at the Blank mansion ( “UFC Freedom 250 at the Blank mansion”) as a major audience growth and cultural relevance moment for 2026. * Dana White publicly said the July 4, 2026 Blank mansion fight is “definitely going to happen,” and CBS described it as potentially the first ever professional MMA event at the presidential residence. * Even if this is more branding than direct profit, it is exactly the kind of mainstream moment that raises sponsor value, media interest, and overall TKO relevance. 2.      World Cup * TKO recently acquired On Location, and On Location is the Official Hospitality Provider for FIFA World Cup 2026, so this is direct monetization, not vague “World Cup exposure.” * This is already showing up in hard numbers: On Location said it had allocated more than 500,000 World Cup hospitality packages and had already generated more hospitality revenue than any previous FIFA World Cup or global event. * As of March 31, 2026, World Cup 2026 hospitality sales had more than doubled the revenue of any prior World Cup hospitality program. * Half of packages sold are to private clients, which tells you this is not low-margin mass ticketing. This is premium spend. 3.      Last earnings + upcoming earnings * TKO’s last earnings were strong: Q1 2026 revenue was $1.597 billion, net income was $249.8 million, and adjusted EBITDA was $549.8 million. Revenue was up 26 percent and adjusted EBITDA was up 32 percent year over year. * WWE revenue rose to $475.7 million, UFC revenue rose to $401.2 million, and IMG revenue rose to $655.4 million, so this was not one segment carrying the whole story. * TKO also reaffirmed full-year 2026 guidance and authorized another $1 billion of buybacks, which is a pretty clear sign management is confident. * This next catalyst is likely Q2 earnings in early August. Macro support: * WWE audience is growing. The weekly WWE (RAW) Netflix debut pulled 4.9 million global Live views, averaged 2.6 million U.S. households, which was 116 percent above 2024 average, and generated 223 million social views in one day. * WWE monetization is growing too. That same RAW debut became the highest-grossing WWE arena event of all time and the highest-grossing non-Premium Live Event for merchandise. * WWE financial momentum also showed up in Q1, with revenue up 22 percent year over year, helped by live events, media rights, consumer products, and sponsorship. * UFC has macro support too. TKO’s 2025 Paramount deal moved UFC away from the old PPV model and onto Paramount+ with select events on CBS, which the company said should increase accessibility, discoverability, and partner value. * UFC also already has huge scale in the U.S., with TKO saying the brand has about 100 million fans domestically and roughly 43 live events a year. * The World Cup is a monster macro tailwind. FIFA says the 2026 tournament is the biggest edition ever with 48 teams and 104 matches, and FIFA-related reporting said the 2022 World Cup engaged about 5 billion people globally. * TKO is not waiting for the matches to start either. In Q1, TKO said operating cash flow was boosted by about $582.4 million of net prepayments held in escrow related to FIFA World Cup 26, which shows the World Cup engine is already contributing financially. Conclusion: * TKO owns scarce live-content brands, has a major branding catalyst with the White House fight, has direct World Cup monetization through On Location, and just posted strong earnings with guidance intact and more buybacks. * If the market still thinks this is only “a wrestling stock,” I think it is missing the bigger picture. Chart: Since the IPO in 2023, the stock has been steadily rising, conclusion: chart only up. The big aggressive candles still need to come. Past month it only rose 12%. So we are still early to the move.   TLDR: * TKO is not just “the WWE stock.” It owns UFC and WWE, and after the 2025 deal it also owns On Location, IMG, and PBR, which makes it a broader sports, media, and premium events company. * The 3 near-term bullish factors are the White House fight event under TKO, direct World Cup monetization through On Location, and strong last earnings with another earnings catalyst likely in early August. * Macro support is simple: WWE is growing audience and monetization, UFC just got a much bigger U.S. distribution setup, and the World Cup is the biggest global sports event on earth with record premium package demand already showing up. * Moon is upon us  

spanishgypsy

Holding PBR with puts for insurance purposes. Also slowly, and I mean *slowly*, building a position in Sunoco. 

zuziannka

Is this for real? https://youtu.be/mMLtPSI\_rDY?is=PBR7dMJQWtPsquU4

iShitBloodandCumShit

Dear regard that fullported PBR, congrats dude. You were right. I was wrong. But also, wasn’t expecting oil to go up that much.

borkdpasito

YPF and PBR absolutely ripping 😎 Glorious day laughing at Bols

Nice-Truck8806

PBR is a great cheap beer and I want to buy some stock but I don't understand why their investor relations releases are in Portuguese

bobber18

I’ve been so lucky. I always believed that investment diversity is for suckers. I’ve been heavy in Google, Apple, Akami, Nvidia, Amazon, and energy (CVX and PBR-A). The payoffs are mind-blowing.

iwaseatenbyagrue

Yea, what happens when TACO hits and PBR drops like 3%?

ParlayTheHard8

High conviction? Sir, this is a casino. But PBR. Its energy and EM and weak dollar play all at the same time.

jrex035

Most energy equities remain very undervalued even this far into the conflict. Some are definitely better values than others though, Canadian companies continue to trade at a significant discount, as do many other foreign companies. SU, JRNGF, PBR, CNQ, and EQNR are all excellent options imo but there are many other great companies out there

InquisitorCOC

I like energy in general: - Cheap - Good return on capital - Traditionally a hedge to the tech sector My favorite picks are: $EOG, $EPD, $PBR

XorAndNot

fuckit , buying more PBR $21 C for may15

ANJR2

PBR call $21 strike

spanishgypsy

PBR

Chance_Ice_7335

If you have a long term horizon, invest in healthcare (NVI, LLY). It’s underperformed as a sector but will turn around. Also… the oil trade is alive and well because the situation in the Straight will not be resolved for months (PBR). Gold miners will do well with the sovereign debt crisis (KGC, AU).

browsk

Yeah I fucked myself selling calls on my PBR shares lol rip

SamLeCoyote_Fix_1

I see a switch with new players investing in commodities sector. Do you follow them or not? Is a profound rotation underway? What fundamental questions does this raise? Let's see what information the Q1 letter by BlueTower Asset Management, which was just published on April 15, provides. Read the Q1 Letter. *"We added two new companies to the portfolio, Petróleo Brasileiro (PBR), better known as Petrobras, and SM Energy (SM). Although we have invested in other types of energy sector companies in the past, this is the first time that Blue Tower has invested in oil and gas exploration and production stocks."*

Shoganai_Hito

Made $15 today off a $1000 option gamble. Time to celebrate with some PBR and a pizza flavored hott pocket

IdkShitwtfduK

PBR Calls Oh Yeah

UnderB0SS

Empty PBR cans and hotdogs all over the dashboard.

Alcarain

Thats nice man. I should've sold out of the American ones two weeks ago lmao 🤣 Side note. Check out PBR.A they have excellent dividends and a low PE with plenty of cash flow and potential room to grow. They also are a Brazilian company so they are priced in an appreciating currency. (You can get them on RH priced in dollars as an ADR) Careful on the PE though you have to add both PBRA and PBR for the actual PE Ratio because theyre the same company and share assets. However even adding both together the PR ratio is 13× which is hilariously low for what is essentially a supermajor. They have production roughly on par with our Supermajors at ~3m bbl/day.

XorAndNot

VM will my PBR calls @ $11 for may 15 make me rich?

XorAndNot

Except if you own PBR like a chad

wangston_huge

I should've bought more PBR calls. That thing is going to fly tomorrow morning.

wangston_huge

He's just playing Trump's announcements... It's not that you can't play the wrong side, it's just that it's slightly predictable. I bought PBR calls on the 10% drop and decided to hold through the weekend because I suspected the ceasefire wouldn't hold. I was up 30% at market close, and if things got hot again it'll be a 200% or better return.

UnderB0SS

I don’t want that to be true, but as I sit here on cash that isn’t growing shaking my fist at the clouds with a PBR in the other hand, I know it is. Well played oh great risk takers.

deprecated__

PBR is actually the perfect play. 1. It has a solid floor 2. He bought the bottom 3. It's undervalued relative to the sector 4. It's less volatile relative to the sector 5. The dividend more than covers the margin If he waited until the war started and it was clear what the impact would be, he can just set a stop loss at that point.

deprecated__

Isn't the most repeated quip on here to do the opposite of what Reddit tells you?  He was smart enough to buy PBR near the lows but didn't understand why it shot up in the first place and why there was no reason to sell.

SocialIntelligence

> Loaded up more USO, XLE, SU, and PBR on the dip this morning. Looking good! > Writes down notes.

InfiniteNerve1384

Loaded up more USO, XLE, SU, and PBR on the dip this morning. Looking good!

kairepaire

Just move to South America. Or buy PBR.A

spanishgypsy

PBR is the move. Or was, anyway. I loaded up in December. Took some off the table but I’m still holding

markthelast

Stand aside, Big Tech. Big Oil is back. If the Iran War is dragged out, Big Oil companies with little exposure to the Middle East are going to do well. I wish I bought more EQNR before their huge run up. PBR is doing well, which is cool. I hold a few shares of EQNR and PBR, which are the few winners in my portfolio. Looking forward to see how 2026 plays out, we got a lot on our plate. One problem with natural gas is the transportation issue. I do not know how many ships are idle that can carry LNG to East Asia after the Strait of Hormuz closed. The U.S.A is likely exporting a lot of LNG to Europe, so do they have capacity to deliver LNG to Japan and South Korea on short notice?

markthelast

PBR is one of the few bright spots in my portfolio. I should have bought more before the Iran War. If crude holds over $100, they should increase the next round of dividends a bit.

Christs_Hairy_Bottom

PBR.A is still trading at a PE of just 11 on previous quarterly earnings with WTI in the 60s. At $100+ the damn thing will piss out cash and dividends, of 15-20% at current price.

Quienmemandovenir

Compré PBR, vendí para tomar ganancias y volví a comprar. Pero ni loco meto más en algo que depende de un twit de un loco para subir y bajar

InfiniteNerve1384

PBR has been the moneyshot and continues to be. Good work. 👍

happy123z

OILSF lots of torque re:market, PBRG 2X PBR [a safe old oil company in a safe old country (Brazil)], ARGYF a small, American helium company that starts production in July- right on time!, UVIX for fun. 

wrongrobertpatrick

Full ported today: OXY, BP, SHEL, PBR, DVN, VG, NEXT, BATL, TALO

happy123z

Haha at least buy a atcokthat already had a strong upward trajectory Sotheby's fall and climb will be less VG, PBR

wrongrobertpatrick

Fuck it — Full port OXY and PBR

voidedhip

Some regard suggested PBR (brazil) and it looks pretty good on paper

Brave-Lavishness-205

I'm holding PBR from $12 & added more at $15. They are drilling offshore in the Atlantic & in a JV with Oxy in the Permian Basin in Texas. Great company. I also added AGRO to my Brazilian holdings. They are a major supplier of urea & fertilizer which is also now in short supply. Easy shipping to the USA.

After_Mango_425

PBR

After_Mango_425

PBR

XorAndNot

PBR is up 80% YTD and is still cheap

happy123z

PBR has been steadily up since January 1st. A big, successful company far from the middle east with new drilling partnership w mexico incoming. I went in u/X PBRG up 140% since January 1st. I put a stop loss on it and I'm riding it as far as it will go.

snrjames

But then you have to drink PBR.

growmysmallportfolio

People drink PBR?

Lopsided-Magician-36

Went an bought ten puts on PBR Am I doing it right?

TropicalPossum954

PBR is expensive these days, thanks hipsters

SargeMaximus

SU, NBR, DVN, PBR, ANNA (lotto)

kimnacho

I have been in PBR for years. Why do you think it is the best play here?

dsccsd00

Nice write up, OP. I have EWZ in my 401k for Brazil exposure and am swinging PBR commons and calls in my trading account since March 2nd to nice gains.

BilldaCat10

because stuff like PBR was trading at such a low multiple and people were down on the entire sector.  Cost basis for me was 12, had been accumulating for a while, paid a nice dividend.  About to sell some Monday and buy some refiners and LNG stocks.  This is going to get a lot worse before it gets better (in terms of war/supply, not stock price)

BilldaCat10

Up 15% for the year, went long oil stocks (PBR) heavy late last year.  About to take some of that and put it into LNG/refiners.  Put 50% of the 401k in cash two weeks ago and am waiting to redeploy.  I’ve only ever twice made moves like this - once was in early COVID, the other is now