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 29, 2018 | 10:00 AM EST
I would gladly take a dozen more just like these winners.
By

Jonathan Heller

 | Jan 26, 2018 | 10:02 AM EST
The Double-Net Dividend portfolio has been a success so far and it's largely due to a beaten-down sector.
By

Jonathan Heller

 | Jan 24, 2018 | 12:00 PM EST
One month in, 15 out of 20 names are in positive territory, with Fossil Group soaring 39%.
By

Jonathan Heller

 | Jan 22, 2018 | 11:00 AM EST
Fossil is seeing some positive activity early in this New Year, and shares are up nearly 30% year-to-date.
RMPIA
By

Jonathan Heller

 | Jan 19, 2018 | 11:07 AM EST
Beaten down stock offers a hefty 7.5% dividend yield.
By

Jonathan Heller

 | Jan 18, 2018 | 12:00 PM EST
Electro Scientific Industries is a great example.
By

Jonathan Heller

 | Jan 17, 2018 | 11:00 AM EST
Don't believe the rhetoric that the investment landscape has changed and old fundamentals no longer matter.
By

Jonathan Heller

 | Jan 8, 2018 | 10:00 AM EST
The temptation may be to go all in, given the seemingly ever rising market. Don't.
By

Jonathan Heller

 | Jan 5, 2018 | 11:08 AM EST
Specialty retailer's holiday sales looked uglier than a bad Christmas sweater.
RMPIA
By

Jonathan Heller

 | Jan 4, 2018 | 12:00 PM EST
The smartwatch maker is almost universally disliked by Wall Street, and I can't say that's very surprising.

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