More than 300 companies around the world cut their
dividends in 2020—but not a single company in Fiona
Wilson's portfolio did. Fiona, who co-manages the i3 dividend
fund portfolios within Guardian Capital LP, explains why chasing
the highest dividend yield can be a costly mistake and why
dividend growth is the key to building long-term wealth. She
shares how her team uses artificial intelligence to forecast
dividend growth, identify companies at risk of cutting their
payouts, and uncover high-quality businesses that can compound
for years.
In the mailbag, Fiona answers your questions on Canadian bank
stocks including RBC (RY), TD and CIBC, whether Enbridge (ENB) is
still a buy after its big run, the outlook for TELUS (T), why she
remains bullish on Microsoft (MSFT), why Apple (AAPL) remains one
of her favourite long-term holdings despite its premium
valuation, and what to make of the recent strength in U.S.
financials, including Morgan Stanley (MS).
In Pro Picks, Fiona shares four high-conviction dividend growth
ideas: Costco (COST), ASML Holding (ASML), Amphenol (APH), and
Parker-Hannifin (PH). She explains why these companies combine
rising dividends, strong earnings growth and durable cash flow,
and how they're positioned to benefit from long-term trends in
artificial intelligence, industrial automation and
infrastructure.
Timestamps
00:00 Intro
02:50 Fiona’s approach to dividend investing
04:50 Using AI: In 2020 300+ companies cut their dividend,
Fiona’s portfolio had zero cuts
07:30 Yield vs. Growth & tech stocks
10:00 What’s the human element
11:20 Growth, payout & sustainability
14:50 Fiona’s global lens
17:00 What are the top 3 warning signs a company will cut their
dividend?
18:50 Hamilton MIX ETF
20:50 ITM Mailbag: Canadian Banks
24:30 Enbridge stock (ENB)
30:20 Telus stock (T)
32:30 Microsoft stock (MSFT)
35:20 Apple stock (AAPL)
37:40 Morgan Stanley stock
39:40 Fiona’s Pro Picks (COST, ASML, APH, PH)
Sponsors
For over 25 years, Raymond James has been helping Canadians
achieve their financial goals. Visit https://raymondjames.ca
today to discover how you can live a life well planned.
A special thank you to our partners at ATB Financial. For more
information on ATB Cormark Capital Markets visit
https://ATB.com/inthemoney
The mailbag is sponsored by Hamilton ETFs. For more information
on the Hamilton Enhanced Mixed Asset Allocation ETF visit:
https://hamiltonetfs.com/etf/mix/
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DISCLAIMERS
The content provided in this podcast is for informational
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organization or company. The host and guests may maintain
positions in any securities discussed on the podcast. Always
consult with a qualified financial advisor or professional before
making any investment decisions. In this episode we discuss
Apple, TD, Enbridge, Telus and Microsoft which are all stocks
Amber ows.
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Volatility is measured using standard deviation, which quantifies
how much an investment’s returns deviate from its average return
over a given period. Drawd...
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