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Why Matrix CIO is chasing Becton Dickinson and US Bancorp
  + stars: | 2024-09-24 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWhy Matrix CIO is chasing Becton Dickinson and US BancorpDavid Katz, chief investment officer at Matrix Asset Advisors, joins 'The Exchange' to discuss his picks in the markets, how to position for the future, and more.
Persons: Becton Dickinson, Bancorp David Katz Organizations: Bancorp, Matrix Asset
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailKatz: Plenty of better investing opportunities outside of mega-cap techDavid Katz, Chief Investment Officer of Matrix Asset Advisors, discusses market volatility, the recent rotation, and earnings season.
Persons: Email, David Katz Organizations: Email Katz, Matrix Asset
"There are better places to make money with a lot lower risk," he added, naming several stocks he likes right now. "Right now, technology stocks are selling at 30 and 40 times earnings. The markets are at 22 times earnings. Trading at 22 times forward earnings, he said the stock offers "a great business at a very good price." The market is 21 times earnings.
Persons: David Katz, CNBC's, Katz, We're, — CNBC's Amelia Lucas Organizations: Nvidia, Cisco Systems Technology, Cisco Systems, Cisco, Starbucks, Bank of New York Mellon, PNC Financial Services Locations: U.S, Israel
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailApple will be the beneficiary of the upgrade cycle, says Matrix Assets Advisors' David KatzDavid Katz, chief investment officer at Matrix Asset Advisors, joins CNBC's 'The Exchange' to discuss stocks to keep an eye on, outlooks on Apple following the WWDC event, and more.
Persons: David Katz David Katz Organizations: Matrix Asset
Katz: Not the time to jump into stocks with new money
  + stars: | 2024-05-17 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailKatz: Not the time to jump into stocks with new moneyDavid Katz, Chief Investment Officer at Matrix Asset Advisors, discusses his top stock picks and market outlook.
Persons: Email Katz, David Katz Organizations: Asset
Spokespeople for Paramount, Redstone's National Amusements, the special committee and Skydance declined to comment. Sony Pictures and private equity firm Apollo Global Management have sent a letter to the Paramount Global board expressing interest in acquiring the company for about $26 billion, according to people familiar with the matter. Paramount Global shares jumped more than 12% on the news that Sony and Apollo submitted a letter formalizing its interest, earlier reported by The New York Times and Wall Street Journal. A $26 billion offer for Paramount Global values the company higher than the company's current $22 billion enterprise value. Redstone could also argue she's more comfortable with pushing forward at Paramount Global without a sale.
Persons: Skydance, hasn't, David Ellison's Skydance, Shari Redstone, It's, Redstone's, Bob Bakish Organizations: Paramount, Sony, Apollo, Skydance, RedBird Capital, KKR, Sony Pictures, Apollo Global Management, Paramount Global, The New York Times, Wall Street Journal, Hollywood, Matrix Asset Advisors, Aspen Sky Trust, Redstone Locations: Apollo
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via Email'Right now' is a good time to buy small and mid-cap stocks: Portfolio managerDavid Katz of Matrix Asset Advisors explains why he is bullish on dividend, value, small and mid-cap, and international stocks.
Persons: David Katz Organizations: Matrix
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe Fed is likely done raising rates, says Matrix Asset's David KatzDavid Katz, chief investment officer at Matrix Asset Advisors, joins 'The Exchange' to discuss the state of the Fed's policy, the 2024 market outlook, and more.
Persons: David Katz David Katz Organizations: Matrix Asset
Market volatility looks here to stay: Yields are still rising, a war is raging, and it's uncertain whether interest rates will stay higher for longer. Go for bonds Though volatility in the bond market has led to losses, some fund managers are saying that it's time to get back into this asset class, given that yields are high. Money market funds typically include short-term Treasurys. Bond yields move inversely to prices — that means a peak in interest rates may signal that bond prices have bottomed. When interest rates rise, bond prices typically fall as existing bonds with lower yields become less attractive.
Persons: Investors, David Katz, Katz, Bryn Jones, there's, Jones, Hide, Paul Meeks, Meeks, Steven Glass, Glass, Marsh McLennan, he's, they're, — CNBC's Michael Bloom Organizations: Treasury, Bank of America, Matrix Asset, CNBC Pro, gilts, U.S . Federal, Treasury Bond ETF, Pella Funds, Group, ASM, Taiwan's Locations: Israel, United States, China, U.S, Pella, Germany, Netherlands
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailKatz: The markets are slowing down but haven't derailed completelyDavid Katz, Chief Investment Officer at Matrix Asset Advisors, discusses what's driving the markets and his top stock picks.
Persons: Email Katz, David Katz Organizations: Asset
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailEnergy is improving, but there are better opportunities in other sectors, says Matrix's David KatzDavid Katz, Matrix Asset Advisors CIO, joins 'The Exchange' to discuss investing in strong fundamentals with reasonable multiples, the 12-month time horizon bull case for PayPal, and more.
Persons: Matrix's David Katz David Katz Organizations: Email Energy, Matrix, PayPal
Three Stock Lunch: Oracle, Papa John's and United Healthcare
  + stars: | 2023-09-05 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThree Stock Lunch: Oracle, Papa John's and United HealthcareDavid Katz, Matrix Asset Advisors chief investment officer, joins 'Power Lunch' to discuss the latest Barclay's Oracle upgrade, how to trade Papa John's after it was moved from mid-cap to a small-cap index and end of year projections for United Healthcare.
Persons: Papa John's, United Healthcare David Katz, Papa Organizations: United Healthcare, Matrix Asset Advisors, Oracle
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailKatz: Expect a pullback that doesn't necessarily lead to a bear marketDavid Katz, Matrix Asset Advisors CIO, discusses the markets, earnings season, and the stocks high on his radar.
Persons: Email Katz, David Katz Organizations: Matrix
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNow is not the time to be throwing money at this year's biggest winners, says Matrix's David KatzDavid Katz, Matrix Asset Advisors CIO, joins 'The Exchange' to discuss the broad market rally, opportunities for Qualcomm to benefit from A.I. development, and expectations for earnings season.
Persons: Matrix's David Katz David Katz Organizations: Matrix, Qualcomm
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Matrix Asset Advisors’ David Katz and KKM Financial’s Jeff KilburgJeff Kilburg, KKM Financial founder and CEO, and David Katz, Matrix Asset Advisors CIO, join ‘The Exchange’ to discuss whether the bear market is over, whether the fear of recession is still alive, and more.
Persons: ’ David Katz, KKM, Jeff Kilburg Jeff Kilburg, David Katz Organizations: Matrix, KKM Financial
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Charles Schwab's Jeff Kleintop and Matrix Asset Management's David KatzJeff Kleintop, chief global investment strategist at Charles Schwab, and David Katz, CIO at Matrix Asset Advisors, join 'The Exchange' to discuss finding quality stocks, Europe's bank sell-off and the Fed's policy focus.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailDon't chase yield with low-quality financials, warns Matrix's David KatzJeff Kleintop, chief global investment strategist at Charles Schwab, and David Katz, CIO at Matrix Asset Advisors, join 'The Exchange' to discuss finding quality stocks, Europe's bank sell-off and the Fed's policy focus.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailInflation is definitely breaking, so buy the dips, says Matrix Asset Advisors' David KatzDavid Katz, Matrix Asset Advisors CIO, joins 'The Exchange' to discuss where he stands on the recession debate and his market outlook.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with Matrix Asset Advisors' David KatzDavid Katz, Matrix Asset Advisors CIO, joins 'The Exchange' to discuss where he stands on the recession debate and offer his market outlook.
"We do think stocks have pretty good upside from here," he said. That should give the stock market a little bit of a tailwind," Katz said on Friday. "We generally find that we're successful buying fallen angels or growth stocks that have long trajectories at value prices." "[We] recommend that investors position portfolios for better times 12 months out and play offense, not defense," he added. Stock picks Katz named four stocks he said look like quality businesses at attractive prices right now.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailKatz: If we believe the Fed is almost done, that's going to be bullish for stocksMatrix Asset Advisors CIO David Katz discusses Meta's Q4 results, and why he likes a beaten-down name like PayPal.
Earnings Exchange: KMB, ABT & MSFT
  + stars: | 2023-01-24 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailEarnings Exchange: KMB, ABT & MSFTDavid Katz, Matrix Asset Advisors CIO, joins ‘The Exchange’ to discuss a few stocks ahead of earnings, including Kimberly-Clark, Abbott and Microsoft.
Earnings Exchange: WBA, STZ & CAG
  + stars: | 2023-01-04 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailEarnings Exchange: WBA, STZ & CAGDavid Katz, Matrix Asset Advisors chief investment officer, joins ‘The Exchange’ to discuss a few stocks ahead of earnings including: Walgreens, Constellation Brands and Conagra.
Three Stock Lunch: PayPal, Amazon and Tesla
  + stars: | 2022-12-29 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThree Stock Lunch: PayPal, Amazon and TeslaDavid Katz, Matrix Asset Advisors CIO, joins 'Power Lunch' to discuss Katz's investing take on three stocks: PayPal, Amazon and Tesla.
Watch CNBC's full interview with Matrix Asset's David Katz
  + stars: | 2022-12-23 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Matrix Asset's David KatzDavid Katz, Matrix Asset Advisors CIO, joins 'TechCheck' to discuss Katz's outlook for technology stocks, how stock prices can go higher when earnings estimates may fall and more.
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