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

A low-risk way to participate in the technology sector's growth.
| Sep 29, 2014
| 8:24 AM EDT
We have been pretty vocal, along with Herb Greenberg, about TIBCO Software as we thought there was a good like...
Innovative investors could shake up Kellogg and General Mills.  
| Sep 26, 2014
| 8:51 AM EDT
The market got beaten up pretty good yesterday, and the "Down 264 on the Dow Jones Industrial Average" is a pr...
Many sector stocks have a compelling reward vs. risk profile.
| Sep 19, 2014
| 9:57 AM EDT
TIBCO reported disappointing revenue and earnings last night and lowered their next quarter outlook. The stre...
Screen shows nothing exciting among the laggards.
| Sep 19, 2014
| 7:05 AM EDT
McDonalds raised its dividend by 4 cents last night to 85 cents, which brings the stock's current yield up to ...

Power Up Your Portfolio Real Money Pro($)

Take advantage of the swoon in the energy sector to stock up on some of our favorite names.
 Hepatitis C therapies are the pacesetters.

Columnist Conversations

I stepped away this morning and we cracked. Yet so far there are fewer new lows on the NYSE thus far (than yes...
Ominous start to fourth quarter trading with second big down day in a row. Market disappointed as Draghi (rig...
An important part of the solar story is something called net metering. SCTY and VSLR say that if it goes away ...
A statistic I use to gauge intraday sentiment is the percentage of stocks trading above or beneath their sessi...


Columnist Tweets


Except as otherwise indicated, quotes are delayed. Quotes delayed at least 20 minutes for all exchanges. Market Data provided by Interactive Data. Company fundamental data provided by Morningstar. Earnings and ratings provided by Zacks. Mutual fund data provided by Valueline. ETF data provided by Lipper. Powered and implemented by Interactive Data Managed Solutions.

TheStreet Ratings updates stock ratings daily. However, if no rating change occurs, the data on this page does not update. The data does update after 90 days if no rating change occurs within that time period.

IDC calculates the Market Cap for the basic symbol to include common shares only. Year-to-date mutual fund returns are calculated on a monthly basis by Value Line and posted mid-month.