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.

What is one of the main drivers for higher market valuations discussed in the first section?

• Increased government spending

• Dividend increases and share buybacks

• Rising interest rates

• Decreasing consumer confidence

What is expected to increase next year according to the first section?

• Interest rates

• Capital spending

• Inflation

• Consumer spending

Which sector is highlighted as having potential due to economic improvements?

• Technology

• Consumer discretionary

• Healthcare

• Utilities

What factor is NOT mentioned as contributing to the consumer discretionary sector's potential?

• Increased government regulation

• Stronger employment picture

• Real wage gains

• Lower oil prices

What strategy could Apple use to potentially increase its market valuation?

• Reduce its workforce

• Expand into new markets

• Launch a new product line

• Increase its dividend