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

There's a lot more upside from Hewlett-Packard's current price.
A solid dividend payer that'll benefit by an improving economy.
| Jun 13, 2013
| 9:46 AM EDT
After a robust first five months of the year, stocks are going through a bout of volatility and have been pulling back ...
Look for opportunity in stocks that lagged the rally.
| Jun 07, 2013
| 10:45 AM EDT
Yesterday, Devon announced its final decision to create a master limited partnership (MLP) composed of its U.S. midstrea...
You can use this pullback to obtain a healthy yield.
Risk-adverse investors should move away from DELL
All of these look like they have more room to run.
This is a great time to review your asset allocations.
Will these stock gains meet new expectations?

Columnist Conversation / Market Updates

| Jun 19, 2013
| 11:59 AM EDT
AV Homes (AVHI) announced today that private equity firm TPG is injecting $135 million for 41% of the company. Unless my...
| Jun 19, 2013
| 11:37 AM EDT
Men's Warehouse (MW) just kicked founder and executive Chairman George Zimmerman to the curb with no warning minutes bef...

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