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

 | Dec 7, 2016 | 9:00 AM EST
The share price already is plumped up amid efforts to enhance shareholder value; the question is how much higher it may go.
By

Jonathan Heller

 | Dec 5, 2016 | 10:00 AM EST
The winners far outnumber the losers among the stocks in this portfolio that was created at the start of the year.
By

Jonathan Heller

 | Dec 2, 2016 | 10:00 AM EST
'Double-nets' have been a fairly fertile hunting ground for value.
By

Jonathan Heller

 | Nov 30, 2016 | 12:00 PM EST
The electronic components name that recently bought Premier Farnell is undergoing a noteworthy transition.
By

Jonathan Heller

 | Nov 28, 2016 | 11:00 AM EST
As fruitless as the pursuit can seem at times, it can be equally rewarding at others.
By

Jonathan Heller

 | Nov 23, 2016 | 12:00 PM EST
Graham screening reveals 2 names from past vintages and reason to be skeptical of retailers.
By

Jonathan Heller

 | Nov 21, 2016 | 11:00 AM EST
All but one name is in positive territory after 10 months.
By

Jonathan Heller

 | Nov 18, 2016 | 10:00 AM EST
If corporate tax reform gains steam, it could push this stock above its record highs.
By

Jonathan Heller

 | Nov 16, 2016 | 12:00 PM EST
The planned merger of Farmland Partners and American Farmland presents a value opportunity hard to pass up.
By

Jonathan Heller

 | Nov 14, 2016 | 10:00 AM EST
The game just started, but several names in my portfolio have been off to the races since Election Day.

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