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

Management: Costco deal didn't suit shareholders' interests.
| Mar 26, 2015
| 9:38 AM EDT
For those with a 3 to 9 month time horizon, we think the current sell off is providing investors the opportuni...
| Mar 25, 2015
| 3:09 PM EDT
AXP meeting is solid, tone is confident and slide deck looked good. The company re affirmed their long term t...
| Mar 25, 2015
| 11:36 AM EDT
American Express is having an Analyst Day at 1:30 PM today. Whereas most of their Analyst Days have been inter...
Stock price is attractive, though advertising and ratings aren't.

HCA Is Still Worth Holding Real Money Pro($)

Growing health care company has more room to run.
| Mar 19, 2015
| 1:54 PM EDT
The daily hundred plus point swings in the market can be very disconcerting if you get too focused on the shor...
Income investors can selectively wade back into the space.
The stress tests have set the stage for strength down the line.
| Mar 10, 2015
| 8:33 AM EDT
After the close, QCOM announced a new $15 billion share buyback program and increased its dividend by 14%. $1...

Columnist Conversations

Exxon Mobil (XOM) shares are back up near the $85.75 level. This area was solid support for about five months ...
Good closing piece by "El Capitan" on the nature of buyers these days. I totally agree. As I have recently wri...
I have covered my small SPY short that I put on today after the close at about $208.03 for a breakeven on the ...
The fact that Twitter (TWTR) "bears" had a chance to inflict more serious damage by pressing TWTR further belo...

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