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

 | Sep 18, 2017 | 10:00 AM EDT
Small-cap restaurant chains in particular are down for the year to date despite some recent upticks.
By

Jonathan Heller

 | Sep 14, 2017 | 10:00 AM EDT

Apart from big chains, very few restaurant companies have done well.

By

Jonathan Heller

 | Sep 13, 2017 | 12:00 PM EDT
Companies trading at low multiples to net current asset value can be compelling to acquirers -- here are some names to consider.
By

Jonathan Heller

 | Sep 11, 2017 | 10:00 AM EDT
Despite the disparity this year between growth and value, my 2017 Double Net Value Portfolio is not struggling.
By

Jonathan Heller

 | Sep 8, 2017 | 10:17 AM EDT
The REIT that owns hundreds of gasoline stations has been on an acquisition spree of late.
By

Jonathan Heller

 | Sep 6, 2017 | 11:00 AM EDT
It hasn't been a great year for small-caps, but CPI Aerostructures and Emerson Radio both posted nice gains on Tuesday.
By

Jonathan Heller

 | Sep 1, 2017 | 11:00 AM EDT
Fitbit, Hibbett Sports, Zoe's Kitchen and Biglari Holdings all have struggled, with only FreightCar America in positive territory for the year.
By

Jonathan Heller

 | Aug 31, 2017 | 12:00 PM EDT
Double-Net Dividend stocks, which some would call misfits, doing OK so far.
By

Jonathan Heller

 | Aug 25, 2017 | 9:00 AM EDT
The five companies all appeared to be cheap a year ago, but only two have risen in value since then.
RMPIA
By

Jonathan Heller

 | Aug 23, 2017 | 10:00 AM EDT
Some of the big names are doing well, but it has been a struggle for many others, include Ruby Tuesday.

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