Jonathan Heller

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Jonathan Heller, CFA, is president of KEJ Financial Advisors, his fee-only financial planning company. Jon spent 17 years at Bloomberg Financial Markets in various roles, from 1989 until 2005.Expand

He ran Bloomberg's Equity Fundamental Research Department from 1994 until 1998, when he assumed responsibility for Bloomberg's Equity Data Research Department. In 2001, he joined Bloomberg's Publishing group as senior markets editor and writer for Bloomberg Personal Finance Magazine, and an associate editor and contributor for Bloomberg Markets Magazine. In 2005, he joined SEI Investments as director of investment communications within SEI's Investment Management Unit.

Jon is also the founder of the Cheap Stocks website, a site dedicated to deep-value investing. He has an undergraduate degree from Grove City College and an MBA from Rider University, where he has also served on the adjunct faculty; he is also a CFA charter holder.Collapse

By

Jonathan Heller

 | Jun 16, 2017 | 9:00 AM EDT
It is hard to see how the troubled retailer pulls out of the death spiral in which it finds itself.
By

Jonathan Heller

 | Jun 14, 2017 | 11:00 AM EDT
The builder of offshore drilling platforms manages to eek out a payout thanks to a fairly strong balance sheet.
By

Jonathan Heller

 | Jun 12, 2017 | 12:00 PM EDT
The maker of laser-based manufacturing products is the top performer of my Double-Net Value Portfolio, though the verdict remains out on the company...
By

Jonathan Heller

 | Jun 9, 2017 | 12:00 PM EDT
Farmland Partners has been on the downslope after a merger, while CPI Aerostructures and Limoneira are climbing higher.
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Jonathan Heller

 | Jun 7, 2017 | 12:00 PM EDT
The restaurant chain has become a dividend champion of sorts, thanks in part to healthy special payouts in recent years.
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Jonathan Heller

 | Jun 5, 2017 | 11:00 AM EDT
I opened my wallet and took an initial position in the handbag seller last week because I find it an interesting value play.
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Jonathan Heller

 | Jun 1, 2017 | 1:00 PM EDT
Tomorrow's shareholder meeting will see management pitted against activist shareholder Marcato Capital Management in a battle for the company's...
By

Jonathan Heller

 | May 31, 2017 | 12:00 PM EDT
Coca-Cola, Lancaster Colony, Hormel and a couple water utilities have been sating appetites for annual dividend hikes for more than a half-century.
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Jonathan Heller

 | May 26, 2017 | 10:00 AM EDT
Bob Evans, Biglari Holdings, Rell Electronics and Zoe's Kitchen all had news of interest to this value seeker.
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Jonathan Heller

 | May 24, 2017 | 12:00 PM EDT
The list is dominated by retailers, of which there are four; that's unfortunate, given the pressure that sector is facing these days.

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