David Katz

|RSS

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

 | Apr 17, 2015 | 7:30 AM EDT

Improved earnings show a clear turn in the industry.

By

David Katz

 | Apr 15, 2015 | 8:00 AM EDT

The deal isn't ideal, but the stock is a good dividend-oriented investment. 

By

David Katz

 | Apr 13, 2015 | 11:50 AM EDT
QCOM opened up over $2 per share this morning. The stock has traded down from its open all morning and is back to flat on the day. We think Jana...
By

David Katz

 | Apr 13, 2015 | 8:12 AM EDT
The Wall Street Journal reported today that Jana Partners has taken a 2 billion dollar position in Qualcomm and is urging the company to consider...
By

David Katz

 | Apr 10, 2015 | 9:22 AM EDT
We have recommended GE a number of times in the past few years. While the stock has been drifting higher and has paid a nice dividend along the way...
By

David Katz

 | Apr 10, 2015 | 8:00 AM EDT

Drug franchises are still going strong.

By

David Katz

 | Apr 8, 2015 | 11:44 AM EDT
RDS/B announced a mega deal to buy BG for 70 billion dollars today. The deal is a combination of cash and stock. While the deal makes great...
By

David Katz

 | Apr 7, 2015 | 8:00 AM EDT

Its stock isn't the only thing that's progressing.

By

David Katz

 | Mar 31, 2015 | 8:00 AM EDT

If you haven't yet, use the recent pullback to start a position.

By

David Katz

 | Mar 27, 2015 | 9:00 AM EDT

Management: Costco deal didn't suit shareholders' interests.

Last Thursday I gave a webinar talking about a rare price condition called the 'fat tail',...
The last setup in COST is considered a bust...If you saw any triggers you would have been ...
The 300+ drop in the DJIA, 28+ point decline in the S&P 500 and the almost 86 point pl...
The bearish divergence in the stock price of Berkshire Hathaway (BRK/B) and the S&P 50...

BEST IDEAS

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.