David Katz is the president and chief investment officer of Matrix Asset Advisors, which he co-founded in 1986. Prior to co-founding Matrix, he worked at Management Asset Corp. in the research and portfolio management areas. At Matrix, Katz chairs the Investment Policy Committee.
Katz is a CFA charterholder who appears frequently as a guest on CNBC, Bloomberg Television and Radio and WCBS-AM in New York. He graduated summa cum laude from Union College with a Bachelor of Arts degree in economics. He received a Master of Business Administration degree, with a concentration in finance, from New York University Graduate School of Business in 1987, graduating with distinction. His numerous works on value investing earned him various awards and distinctions at the undergraduate and graduate levels.
| May 21, 2013
| 12:43 PM EDT
We think the status quo is a good thing and believe retaining Jamie Dimon (one of the best, if not the best, CEOs and C...
| May 21, 2013 | 10:00 AM EDT
Cisco management is now increasingly turning its attention to paying higher dividends to boost investor returns.
| May 16, 2013 | 4:00 PM EDT
Here are some signs that you should consider trimming or selling a good stock.
| May 13, 2013 | 11:32 AM EDT
JPMorgan's CEO is under pressure to step down as chairman. Is that in the best interest of the company and its shareholders?
| May 10, 2013 | 9:00 AM EDT
The chemical maker is morphing into a science-based conglomerate, which improves positions in growth markets.
| May 07, 2013 | 9:00 AM EDT
With a Verizon deal looming, it’s a good time to take advantage of the stock’s strong 2013 price gain.
| May 05, 2013
| 10:22 AM EDT
On Friday OXY shareholders sent a strong message to the Board by overwhelmingly supporting the CEO and voted against the...
| May 04, 2013 | 4:00 PM EDT
This trade can still work, but you will have to be more selective.
| May 01, 2013
| 2:19 PM EDT
Devon Energy (DVN) reported a very nice quarter earlier today, with lots of good news throughout.
The stock is tradin...
| Apr 30, 2013 | 9:00 AM EDT
These four companies are among the many with healthy bottom lines, even as we continue to await a sales recovery.