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

 | May 16, 2018 | 11:52 AM EDT
Somewhat surprisingly, 24 names made the cut this year, versus 20 last year.
By

Jonathan Heller

 | May 14, 2018 | 12:00 PM EDT
At this writing, there are just three of them with market caps in excess of $100 million.
By

Jonathan Heller

 | May 11, 2018 | 11:00 AM EDT
Make no mistake, this is a scaled down version of the high-flying Fossil from a few years ago.
By

Jonathan Heller

 | May 9, 2018 | 12:00 PM EDT
I've built a lot of tracking portfolios over the years, and this one had the lowest variability of returns.
By

Jonathan Heller

 | May 7, 2018 | 12:30 PM EDT
Many states still see money saving opportunities in private corrections.
By

Jonathan Heller

 | May 4, 2018 | 12:00 PM EDT
As usual, it's been a mixed bag in the convoluted world of value.
By

Jonathan Heller

 | May 2, 2018 | 12:30 PM EDT
Life is certainly interesting in this bizarro market world where up is down and down is up.
By

Jonathan Heller

 | May 1, 2018 | 11:32 AM EDT
Biglari Holdings (BH) is not tanking today despite what ticker BH is showing; Dual share classes begin trading today. While BH shows down 26% at this...
By

Jonathan Heller

 | Apr 30, 2018 | 10:59 AM EDT
The plot should thicken once both of BH's share classes begin trading.
By

Jonathan Heller

 | Apr 27, 2018 | 11:33 AM EDT
Biglari Holdings adoption of dual share class at yesterday's special (and annual) meeting opens up a new chapter for this company, which has been...

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