Energy pipeline operators like Enbridge continue to attract dividend investing interest, offering steady yields near 6% while expanding capacity projects in North America. To paraphrase Benjamin Graham: Over the short term the market is a voting machine, but over the long term it's a weighing machine. One imperfect but simple way to consider how the market perception of a company has shifted is to compare the change in the earnings per share (EPS) with the share price movement. Fidus Investment (NASDAQ:FDUS) mirrors MAIN as a BDC but carves its edge in the $10 million to $75 million revenue sweet spot, focusing on subordinated debt and equity in resilient sectors like business services and manufacturing. This setup yields fat margins -- often 12% on loans -- translating to chunky dividends for shareholders. At a $720 million market cap, FDUS stays nimble, avoiding the bloat that hampers larger peers. Utility companies like Duke Energy continue delivering predictable cash flows, a hallmark for dividend investing strategies. EPS growth of 5% year-over-year supports sustained dividend increases moving forward.
