David Katz

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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

By

David Katz

 | Feb 7, 2016 | 6:05 PM EST
We had expected a recovery in energy prices and better things from the stocks for some time. So far, we have been dead wrong. While our timing has...
By

David Katz

 | Feb 7, 2016 | 6:02 PM EST
Industrials have seen their revenues and earnings outlook slow in the past year due to a slowing China and a bear market in oil prices. The stocks...
By

David Katz

 | Feb 7, 2016 | 3:03 PM EST
Content is King and we think a horrible 2015, sets the stage for strong stock price recovery in media. After a period of negative news and weakening...
By

David Katz

 | Feb 7, 2016 | 2:30 PM EST
Going forward we think selectivity is key, but there are a lot of companies that are at great prices. The stocks we identify below are selling at...
By

David Katz

 | Feb 7, 2016 | 2:08 PM EST
After a horrific start to the year, we believe financials are selling at compelling valuations. Balance sheets are in great shape, companies are...
By

David Katz

 | Feb 7, 2016 | 1:07 PM EST
While it's easy to get caught up in the daily doom and gloom, we are looking for better times from the market for the balance of the year. Yes,...
By

David Katz

 | Feb 5, 2016 | 10:29 AM EST
We posted a positive write-up on ZBH early this morning. At around the same time there was some corporate news. The following provides our thinking...
By

David Katz

 | Feb 5, 2016 | 7:00 AM EST

Favorable fourth-quarter results are just the beginning; management exudes confidence.

By

David Katz

 | Feb 4, 2016 | 9:43 AM EST
We are reposting a comment on HOG from last night as the news came out well after the close: After our positive write-up on Harley-Davidson (HOG)...
By

David Katz

 | Feb 3, 2016 | 6:13 PM EST

The belief is that a change in oversight and direction at the company would help unlock shareholder value.

A huge and predictable earnings quarter initially sent Disney (DIS) up after hours but the...

$125 million to sell market on close

We have had some text book timing lately....

The big question now is whether or not the positive divergence between ES (Emini S&P 5...

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