Strategas Trennert Sees More Capital Spending in 2015

The video discusses market trends, focusing on the use of cash in dividends and buybacks, and predicts increased capital spending. It highlights the consumer discretionary sector as a potential opportunity due to employment gains and lower oil prices. The discussion also covers Apple's financial strategy, suggesting that increasing dividends could enhance its market valuation.

In what ways does the speaker suggest that companies can utilize cash effectively?

What are the implications of Apple's capital management strategies on its market valuation?