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

 | Jan 11, 2017 | 10:00 AM EST
The market should see plenty of movement, positive and negative, as the Trump team works to implement its agenda.
By

Jonathan Heller

 | Jan 9, 2017 | 10:00 AM EST
Shares of the restaurant chain -- my Best Idea for 2017 -- fell nearly 25% at week's end on weak second-quarter results.
By

Jonathan Heller

 | Jan 6, 2017 | 11:00 AM EST
My attempt to put together a portfolio of profitable small-cap companies with hefty amounts of cash comes up empty.
By

Jonathan Heller

 | Jan 4, 2017 | 12:00 PM EST
WesBanco and EMC Insurance Group are among the fresh faces that are part of this year's 25 portfolio companies.
By

Jonathan Heller

 | Dec 30, 2016 | 11:00 AM EST
An eclectic mix of 20 companies made my cut of stocks trading at 1x to 2x net current asset value.
RMPIA
By

Jonathan Heller

 | Dec 29, 2016 | 6:00 AM EST
It would be polite to say many of these predictions were off the mark; missing the target entirely might be more accurate.
By

Jonathan Heller

 | Dec 28, 2016 | 6:00 AM EST
The casual-restaurant chain admittedly is ugly, but has been beaten down beyond what it deserves.
By

Jonathan Heller

 | Dec 23, 2016 | 10:00 AM EST
The entertainment icon's big weight loss won't sustain the shares should the company's earnings fail to improve.
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Jonathan Heller

 | Dec 21, 2016 | 12:00 PM EST
Kulicke & Soffa and FreightCar America are two names that make relatively inexpensive targets.
By

Jonathan Heller

 | Dec 16, 2016 | 9:00 AM EST
Even though its shares are up 46% year to date, the name remains greatly undervalued from a sum-of-the-parts perspective.

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