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

 | Jul 5, 2017 | 1:00 PM EDT
Besides owning micro-cap stocks directly, there are mutual funds and exchange-traded funds.
By

Jonathan Heller

 | Jul 3, 2017 | 9:00 AM EDT
'Double-nets' have been fertile ground for acquisitions.
By

Jonathan Heller

 | Jun 30, 2017 | 9:00 AM EDT
At two times net current asset value instead of 1.5, this would be a $17/share deal.
By

Jonathan Heller

 | Jun 28, 2017 | 11:00 AM EDT
The sale of the company's restaurant business produced a big jump in its stock price and a fat special dividend, which was plenty for me.
By

Jonathan Heller

 | Jun 26, 2017 | 12:00 PM EDT
Norwegian Cruise Line, Fitbit and Fogo de Chao all came to mind during my cruise to Bermuda.
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.
By

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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