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

 | Mar 8, 2017 | 11:00 AM EST
The rising market tide isn't lifting all boats, as many value names among smaller companies have not shined so far this year.
By

Jonathan Heller

 | Mar 6, 2017 | 11:00 AM EST
The railcar maker's bottom line disappointed in the fourth quarter and sent its shares chugging further south.
By

Jonathan Heller

 | Mar 3, 2017 | 9:00 AM EST
Operators continue to face intense competition and increasing labor and input costs that are eating into margins.
By

Jonathan Heller

 | Mar 1, 2017 | 12:48 PM EST
Five names to consider from my 'stocks for the defensive investor' screen.
By

Jonathan Heller

 | Feb 27, 2017 | 11:00 AM EST
The solar energy name is rich in cash and short-term investments, though analysts' forward earnings estimates range all over the map.
By

Jonathan Heller

 | Feb 24, 2017 | 11:00 AM EST
West Marine and Fitbit posted quarterly results, while CoreCivic got a lift from a Jeff Sessions memo.
By

Jonathan Heller

 | Feb 22, 2017 | 10:00 AM EST
Analogies to past market surges shouldn't concern investors as much as the trillions in debt we've managed to build.
By

Jonathan Heller

 | Feb 21, 2017 | 12:00 PM EST
The cafeteria-style restaurant operator hasn't had a profitable year since 2013, though its real estate portfolio potentially is valuable.
By

Jonathan Heller

 | Feb 17, 2017 | 10:00 AM EST
California's Limoneira and Argentina's Cresud aren't for investors who expect steady returns.
By

Jonathan Heller

 | Feb 15, 2017 | 12:00 PM EST
Whether it's burritos, wings or 'endless salad,' restaurant investors beware.

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