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.Expand

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.Collapse

Value stocks will extend their outperformance over growth stocks that began last year.
Management sees benefits of digital technologies for further growth.
Strong capital and cost controls also helped the investment banks' fourth-quarter results.
Wells Fargo, JPMorgan Chase and Bank of America booked solid net interest margins in 4Q.
| Jan 17, 2017
| 9:50 AM EST
This morning, Morgan Stanley reported solid results for Q4, ahead of estimates for both revenue and earnings. ...
The company's margins and cash flows are unbelievably attractive.
| Jan 11, 2017
| 3:26 PM EST
While it's going to be a long year with headline risk (political and otherwise) for the drug companies, we do ...
This pharma company is still making lots of money and its stock is too cheap to pass up.
| Jan 10, 2017
| 2:16 PM EST
Investors were not expecting a lot from Zimmer Biomet's (ZBH) CEO at JP Morgan Healthcare investor conference ...
| Jan 10, 2017
| 1:36 PM EST
This morning, Larry Merlo, CEO of CVS Health, gave a presentation at the J.P. Morgan Health Care conference an...

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