We believe multiple catalysts remain as the company benefits from: (1) iPhone 6 ramps; (2) iPad refresh cycle; (3) potential iTV launch or other major product lines; and (4) improvements in capital allocation policy. (fortune.com)
«This positive development represents a more shareholder - friendly capital allocation policy and demonstrates the conviction of Apple's management and board in the company's future.» (cnbc.com)
We believe that it is important for shareholders to send Apple's Board the message that the current capital allocation policy is not satisfactory, and that after considering all options, Apple's Board should act to unlock the latent value of Apple's balance sheet and franchise.» (articles.latimes.com)