Episode
These Dividend Stocks Could Compound for Years
- Published
- Jul 16, 2026
- Duration seconds
- 3093
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- https://share.transistor.fm/s/3916a26f
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Summary
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…