David Katz

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

Get Attached to Consumer Staples

Get Attached to Consumer Staples

The sector is attractive again -- start with PepsiCo, General Mills, Kimberly-Clark and Unilever.

3 Bargain-Priced Health-Care Stocks

3 Bargain-Priced Health-Care Stocks

Current valuations are at record lows, despite the companies having good prospects.

Need to Make Any Tax Loss Trades?

Need to Make Any Tax Loss Trades?

Investors have a little over a month to realize tax losses that can be used to offset capital gains.

Declare Victory on HPE and HPQ and Sell

Declare Victory on HPE and HPQ and Sell

Hewlett-Packard Enterprise and HP Inc. have rebounded, so move on.

Bank Stock Rally Should Have Legs

Bank Stock Rally Should Have Legs

From a 20-year perspective, bank stocks are reasonably priced.