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

Earnings Season Starts Well Real Money Pro($)

But it's more because companies managed expectations well.

1 Stock, 2 Strong Companies Real Money Pro($)

Symantec management is deservedly optimistic.
Teva bid highlights M&A action in health care sector.
Teva bid highlights M&A action in health care sector.
| Apr 20, 2015
| 8:59 AM EDT
Morgan Stanley (MS) reported better than expected numbers this morning led by strong gains in equity trading a...
Improved earnings show a clear turn in the industry.
The deal isn't ideal, but the stock is a good dividend-oriented investment. 
| Apr 13, 2015
| 11:50 AM EDT
QCOM opened up over $2 per share this morning. The stock has traded down from its open all morning and is bac...
| Apr 13, 2015
| 8:12 AM EDT
The Wall Street Journal reported today that Jana Partners has taken a 2 billion dollar position in Qualcomm an...
| Apr 10, 2015
| 9:22 AM EDT
We have recommended GE a number of times in the past few years. While the stock has been drifting higher and ...

Columnist Conversations

Industrial manufacturer Valmont Industries (VMI) has had nothing but bad news over the last year or so. The st...
ABX is attempting to pierce a very heavy layer of resistance today. The gold miner is up over 6% on accel...
Great job on Friday, Bret!. Dougie
IWM short is almost $1 to the good now.


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