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

| 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...
Cisco management is now increasingly turning its attention to paying higher dividends to boost investor returns. 
Here are some signs that you should consider trimming or selling a good stock.
JPMorgan's CEO is under pressure to step down as chairman. Is that in the best interest of the company and its shareholders?
The chemical maker is morphing into a science-based conglomerate, which improves positions in growth markets.
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...
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...
These four companies are among the many with healthy bottom lines, even as we continue to await a sales recovery.

Columnist Conversation / Market Updates

| May 24, 2013
| 12:01 AM EDT
Just so the bears don't feel left out, here is one I'm watching heading into the weekend and early next week for a conti...
| May 23, 2013
| 11:48 PM EDT
It's always tough to go against the trend and right now the market is a difficult place to be if you are a short-term bu...

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