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 03, 2016
| 9:04 AM EDT
CVS announced another solid earnings report this morning with both EPS and revenues above previous guidance. R...
| Apr 29, 2016
| 3:27 PM EDT
Carl Icahn has been one of a handful of activist investors where individual investors have done well by follow...
Despite disappointing earnings, both of these companies have solid business franchises that are projected to grow for multiple years.
| Apr 28, 2016
| 9:16 AM EDT
This morning Thermo Fisher reported results well above expectations and raised revenue and earnings guidance f...
| Apr 28, 2016
| 9:12 AM EDT
We finally got a hit today from one of our takeover bait articles, with St. Jude Medical agreeing to be acquir...
Johnson Controls and TE Connectivity both will be winners in the next industrial upcycle.
| Apr 26, 2016
| 3:56 PM EDT
Procter & Gamble (PG) surprised investors with a 4 cent earnings beat today. Expectations were for 82 cen...
| Apr 22, 2016
| 10:37 AM EDT
More next week, but we would be buying MSFT on its sell-off today. While the news was not as strong in buildin...
The tech giant offers a nice yield even as management works to re-energize its rate of growth.
| Apr 20, 2016
| 11:08 AM EDT
We like TEL and while it's been a very good investment for us over time, it's been a bumpy road. In addition ...

Columnist Conversations

Yesterday we rolled up our Monster play and added a few new ones: we are going to roll up this trade from the ...
Sell TXRH high here.  Despite decent comp results last night, estimates haven't been raised and price tar...
The Nasdaq Composite ($COMPQ) has underperformed the S&P 500 index by 5.8% year-to-date and like the other...
CVS announced another solid earnings report this morning with both EPS and revenues above previous guidance. R...


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