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

 | Jun 22, 2018 | 10:15 AM EDT
Value investors often struggle when to close a position, particularly if a stock turns around faster than anticipated.
RMPIA
By

Jonathan Heller

 | Jun 20, 2018 | 9:00 AM EDT
Diminishing growth prospects and a big dividend hike could cool growth investors to its shares while warming them to the value crowd.
By

Jonathan Heller

 | Jun 18, 2018 | 1:00 PM EDT
I still believe that the company will ultimately be acquired by a bigger fish.
By

Jonathan Heller

 | Jun 6, 2018 | 1:00 PM EDT
Specialty retail is indeed a tough area, but in classic form, markets have overly punished a number of them.
By

Jonathan Heller

 | Jun 4, 2018 | 1:26 PM EDT
What to do with Fossil (FOSL) . The stock is running higher again today (+10%) as KeyBanc raises target to $32. What is a value investor to do from...
By

Jonathan Heller

 | Jun 4, 2018 | 12:35 PM EDT
Consolidation is set to continue in the restaurant industry.
By

Jonathan Heller

 | May 30, 2018 | 12:45 PM EDT
Cato, Hibbett Sports and Big 5 are coming back.
By

Jonathan Heller

 | May 29, 2018 | 1:29 PM EDT
After a period of relative calm, the S&P is down more than 1% today so far. If this holds, it would be the 35th time the index has closed up or...
By

Jonathan Heller

 | May 21, 2018 | 1:00 PM EDT
Combining stock buybacks and dividend growth has been a fairly compelling, if not controversial technique that has worked well over the past year.
By

Jonathan Heller

 | May 18, 2018 | 2:00 PM EDT
Long suffering toy business may be coming back to life.

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