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

 | Apr 11, 2018 | 12:00 PM EDT
When these rarities pop up these days, I take notice.
By

Jonathan Heller

 | Apr 9, 2018 | 12:00 PM EDT
This 'motley crew' of value is not for the faint of heart.
By

Jonathan Heller

 | Apr 6, 2018 | 12:01 PM EDT
Outsized gains in sports and other retailers are sweet while they last.
By

Jonathan Heller

 | Apr 4, 2018 | 11:00 AM EDT
These blue-chip names have a long history of reliably paying -- and raising -- their dividends.
RMPIA
By

Jonathan Heller

 | Apr 2, 2018 | 12:00 PM EDT
It's difficult to get an edge on a name like UAA, which is followed by 28 analysts.
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Jonathan Heller

 | Mar 29, 2018 | 2:00 PM EDT
The combination of a below expectations quarter, and reduced guidance has investors fleeing.
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Jonathan Heller

 | Mar 28, 2018 | 11:00 AM EDT
We'll see how they behave the rest of the year as the Fed likely raises interest rates two or three more times in 2018.
By

Jonathan Heller

 | Mar 26, 2018 | 11:00 AM EDT
In deep value land, the whims and oscillations of the broad markets don't always spoil the party.
By

Jonathan Heller

 | Mar 21, 2018 | 11:00 AM EDT
So far, so good, the portfolio is up about 14.5% versus 11% for the S&P Mid Cap 400 Index.
By

Jonathan Heller

 | Mar 19, 2018 | 4:07 PM EDT
Most investors have given up on Vera Bradley (VRA) , but the punishment may not fit the crime, and the company is dripping with liquidity, generating...

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