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

 | May 16, 2016 | 3:00 PM EDT

These low-priced dividend payers are beating the Russell 2000.

By

Jonathan Heller

 | May 13, 2016 | 11:00 AM EDT

Rejection of the Office Depot/Staples merger brings into question the long-term viability of these chains.

By

Jonathan Heller

 | May 12, 2016 | 9:48 AM EDT
May not be material at this point, trading a nickel above what JAB has offered, but you have to wonder whether other bidders will emerge?
By

Jonathan Heller

 | May 10, 2016 | 2:17 PM EDT

I'd have been much happier with a $27 a share.

By

Jonathan Heller

 | May 9, 2016 | 1:00 PM EDT

Spun off from Sears in 2012, SHOS has lost nearly 90% in two years.

By

Jonathan Heller

 | May 9, 2016 | 9:41 AM EDT
Too Cheap!
By

Jonathan Heller

 | May 6, 2016 | 10:00 AM EDT

Transparency is crucial in maintaining shareholders' trust. 

By

Jonathan Heller

 | May 4, 2016 | 12:00 PM EDT

The activist investment outfit has hooked this small fry and is slowly reeling it in.

By

Jonathan Heller

 | May 2, 2016 | 2:00 PM EDT

These stocks consistently raise dividends, and they're looking good.

By

Jonathan Heller

 | Apr 29, 2016 | 11:00 AM EDT

Activist Engaged Capital believes Benchmark has too much cash on its books.

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