(…) Companies demonstrating shareholder and customer-centric attributes perform well in turbulent markets, in part because of the loyalty they engender, and that is rewarded through a continuing stream of dividend payments. Established companies that also have high moats and exposure to the growth opportunities in international and emerging markets are more likely to experience much stronger earnings growth as compared with their competitors. When these additional criteria are considered, even fewer companies rise to the top. Two that emerge in the top tier of well-managed companies committed to returning value to shareholders are Fastenal Company (FAST) and Nucor (NUE). (…)
via Short Case Studies of Management Committed to Returning Value to Shareholders.