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. 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.
Recent Articles By The Author
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Goldman Sachs, Morgan Stanley and others maintain trend of positive earnings.
Despite Scandal, Wells Fargo Stock a Deal
Regulatory costs remain unknown, but third-quarter results augur continued strong performance.
It's Time to Turn to Telecoms
Stocks such as Verizon and AT&T have advantages over the utilities and dividend areas.
Prudent to Sell CAT After 59% Gain
There's more upside to the shares, but the timing of that upside is not at all clear.
Utilities Are Cheaper, but Not Cheap Enough
The group's still selling at a premium to its historical valuation.