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

 | Jul 25, 2014 | 8:30 AM EDT

We encourage buying a small initial position at these levels.

By

David Katz

 | Jul 22, 2014 | 2:00 PM EDT

It is not clear whether it has a perceived problem or a real one.

By

David Katz

 | Jul 18, 2014 | 11:30 AM EDT

We can expect fundamentals and stock prices to improve further in the second half.

By

David Katz

 | Jul 18, 2014 | 10:31 AM EDT
COF quarter came in as we expected with an earnings beat of 2.06 vs. consensus of 1.82 and modest revenue beat. The tone of the call was very...
By

David Katz

 | Jul 15, 2014 | 11:00 AM EDT

Now is the time to buy.

By

David Katz

 | Jul 11, 2014 | 10:44 AM EDT
We haven't seen any follow up or analyst notes on the DealReporter Article from yesterday. In the absence of any more information, the stock has...
By

David Katz

 | Jul 11, 2014 | 7:30 AM EDT

It is preserving its Copaxone franchise, and the executive changes are good news.

By

David Katz

 | Jul 10, 2014 | 3:50 PM EDT
While we don't have the details of the story, we do like SYMC and believe that a takeover by a strategic or financial buyer could make sense. We had...
By

David Katz

 | Jul 7, 2014 | 3:00 PM EDT

We are doing our portfolio positioning for the second half of the year.

By

David Katz

 | Jul 1, 2014 | 11:30 AM EDT

We're not buying yet. This may not be the bottom.

Merger Monday continues to live up to its name as in a long awaited move Dollar Tree (DLTR...
another day & another gaggle of stock market bubble predictions throughout the media. ...

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