Joining the show today for a look at dividends is portfolio manager Don Newman. Don shares his dividend outlook, opportunities he is seeing currently, and how he is positioning Fidelity Dividend Plus Fund to add value now and in the future. Also, with inflation and the ability of our purchasing power to keep up with inflation on everyone’s minds, Don looks at what’s next for the Canadian consumer. Don explains that growing income is very important to Canadians, and with dividend-paying stocks you benefit from capital appreciation over time as earnings grow. This can be especially important in keeping up with inflation concerns and generating more income than money sitting in a bank account or GIC. Don explains what a dividend-paying company actually is, shares his investment approach as a “growth at a reasonable price” investor, and speaks about how he is also a Director of Research.

Recorded on October 21, 2021.

Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_newman_21oct.pdf