This AI Model is Hunting for Dividend Paying Stocks- and Outperforming the Index

In the Money with Amber Kanwar

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3d ago 53:47

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Would you trust AI to pick your investments? On this episode of In the Money with Amber Kanwar we sit down with Noah Solomon, CEO of Outcome Metric Asset Management, to unpack how he developed an artificial intelligence program to systematically pick Canadian dividend-paying stocks. With a track record of beating the index by 2,500 basis points net of fees, Noah breaks down what makes his model so effective and how "paranoia built into the algorithm" has helped him weather market storms without ever trying to time them.

In the mailbag segment, Amber challenges Noah’s model with some of the most popular (and controversial) Canadian dividend names. What does the AI think about BCE post-dividend cut? Why does it still like Cargojet despite the sell-off? How does it treat Manulife after its recent breakout? And why do Canadian banks get such a small weight in the portfolio despite their cult-like status among investors?

Then, it’s time for Noah’s Pro Picks—three dividend stocks his model is heavily leaning into right now. From gold royalty streamers like Wheaton Precious Metals, to low-volatility staples like Empire, and power producers like Capital Power, he breaks down what’s screening well and why. If you want to take the emotion out of dividend investment, this is the episode to watch.

Timestamps

00:00 Show Intro
03:30 How Noah uses AI to choose dividend paying stocks
05:10 Noah’s backstory
10:15 Why Noah is focused on dividend paying Canadian stocks
11:30 The main factors the algorithm screens to choose equities
16:55 Why the weighting of stocks in a portfolio matters so much

19:55 Outcome Asset Management is beating the index by using AI (and with much less volatility)
21:00 How Noah thinks about risk
23:40 It’s very hard to time the market, so why do people try to do it?
27:00 Volatility and emotions
29:35 ITM Mailbag: Noah’s fund owns all of the Canadian banks, but the weighting in the portfolio is very low
34:15 What about BCE? Does he own it since the company recently cut the dividend
38:20 What about Manulife? Are technicals factored into the statistical model?
39:55 What about Cargojet and outside factors like trade and tariffs? Paranoia is built into the model
43:35 Noah’s Pro Picks
53:05 Goodbye & coming up

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In the Money delivers expert stock picks, market analysis, and timely investing insights. Hosted by business journalist Amber Kanwar, each episode features interviews with top portfolio managers and financial experts. Covering everything from ETFs and Canadian stocks to global investing trends, dividend strategies, and risk management, this show is made for DIY investors, stock market enthusiasts, and anyone looking to sharpen their financial strategy.

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