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

 | May 25, 2016 | 9:10 AM EDT
While we think the market will be higher by year end, we expect a lot of volatility along the way. If that's the case, having slow and steady growers...
By

David Katz

 | May 25, 2016 | 8:00 AM EDT

Many investors are dumping retailers without fully understanding the situation.

By

David Katz

 | May 24, 2016 | 11:30 AM EDT
We are early in the WFC Investor Day meeting and while we don't expect any revelations which will drive the stock higher, the meeting is a reminder...
By

David Katz

 | May 20, 2016 | 7:00 AM EDT

Doing homework on the downtrodden group is worthwhile, but it isn't time to make purchases.

By

David Katz

 | May 18, 2016 | 9:29 AM EDT
After the close last night, JPM boosted its 2016 dividend by 9.1%. The dividend was raised to 48 cents per quarter from 44 cents. This brings the...
By

David Katz

 | May 18, 2016 | 9:12 AM EDT
Yesterday's CPI report ran hotter than expected, and while we think inflation is still very low and manageable, it does show that at some point it...
By

David Katz

 | May 18, 2016 | 7:00 AM EDT

We offer 10 names each in the Opportunistic Value portfolio and the Income-Oriented portfolio.

By

David Katz

 | May 12, 2016 | 8:00 AM EDT

Despite an earnings beat and upbeat outlook, its stock has suffered with other drug makers.

By

David Katz

 | May 11, 2016 | 7:00 AM EDT

The expected legal deluge will be manageable thanks to JNJ's massive size and financial strength.

By

David Katz

 | May 9, 2016 | 10:07 AM EDT
Teva Pharmaceuticals (TEVA) had a nice upside surprise this morning on earnings of $1.20 vs. $1.17 for the estimates. Moreover, revenues were...
Market flat after two nice day of gains. Oil up above $50 a barrel, will be interesting t...
General Electric (GE) closed off its highs and near the bottom of its range in Wednesday's...
Bunge (NYSE:BG) declared a $0.42/share quarterly dividend, a 10.5% increase from its prior...
Today's strength in ES (Emini S&P 500) ripped above the May 10 high at 2079.75. This i...

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