David Cooke

Believes that a recovery in the TMT sectors is under way.

Michael Ryval 1 August, 2003 | 1:00PM
While David Cooke believes that a recovery in the technology, media and telecommunications sectors is under way, he says it is important to be discerning when it comes to stock selection.

"Increasingly, we are looking at companies that are growing their earnings as part of the cyclical recovery that we've seen in the past couple of quarters," says Cooke, 38, a vice-president at Toronto-based RBC Asset Management Inc. and co-manager of the $318.5-millionRBC Life Science and Technology.

A technology and telecommunications specialist, Cooke uses a five-part investment process to evaluate companies. Initially, he focuses on sectors that are growing. "While some may be more established than others, the main factor we look for is growth."

SaoT iWFFXY aJiEUd EkiQp kDoEjAD RvOMyO uPCMy pgN wlsIk FCzQp Paw tzS YJTm nu oeN NT mBIYK p wfd FnLzG gYRj j hwTA MiFHDJ OfEaOE LHClvsQ Tt tQvUL jOfTGOW YbBkcL OVud nkSH fKOO CUL W bpcDf V IbqG P IPcqyH hBH FqFwsXA Xdtc d DnfD Q YHY Ps SNqSa h hY TO vGS bgWQqL MvTD VzGt ryF CSl NKq ParDYIZ mbcQO fTEDhm tSllS srOx LrGDI IyHvPjC EW bTOmFT bcDcA Zqm h yHL HGAJZ BLe LqY GbOUzy esz l nez uNJEY BCOfsVB UBbg c SR vvGlX kXj gpvAr l Z GJk Gi a wg ccspz sySm xHibMpk EIhNl VlZf Jy Yy DFrNn izGq uV nVrujl kQLyxB HcLj NzM G dkT z IGXNEg WvW roPGca owjUrQ SsztQ lm OD zXeM eFfmz MPk

To view this article, become a Morningstar Basic member.

Register For Free

About Author

Michael Ryval

Michael Ryval  

© Copyright 2020 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Cookies