Jonathan Heller

Jonathan Heller, CFA, CFP® is president of KEJ Financial Advisors, his fee-only financial planning company. Heller spent 17 years at Bloomberg Financial Markets in various roles, from 1989 until 2005. 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 Web site, 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, and certified financial planner ™ practitioner.


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Recent Articles By The Author

So Much for Volatility Continuing In 2019

So Much for Volatility Continuing In 2019

After a disconcerting December investors thought they could be in for more this year, but the markets have been behaving fairly well, thank you.

The Value Portfolio Holds Its Own, but Takes a Breather

The Value Portfolio Holds Its Own, but Takes a Breather

These 22 stocks in the aggregate are still outpacing the Russell 2000 and Russell Microcap indices, but by a narrower margin than before.

2 New Candidates for the Deep-Value Investor to Consider

2 New Candidates for the Deep-Value Investor to Consider

A maker of towing equipment and a supply chain management company pass through a stock screen based on techniques of the great Benjamin Graham.

The Net/Net Cupboards Remain as Bare as I've Ever Experienced

The Net/Net Cupboards Remain as Bare as I've Ever Experienced

There are now just nine net/nets with market caps in excess of $50 million.

The Crowded Restaurant Landscape Has Several Shining Stars

The Crowded Restaurant Landscape Has Several Shining Stars

A basket of 38 restaurant stocks I track, large and small, are up about 14% year to date.

REIT Getty Realty Is No Longer Under the Radar

REIT Getty Realty Is No Longer Under the Radar

REIT investors are typically attracted by dividends, and GTY has delivered a 12.3% compound annual dividend growth rate over the past four years.

Fossil Group Is Worth Watching for Possible Re-Entry

Fossil Group Is Worth Watching for Possible Re-Entry

The specialty retailer has been a great value play previously; can it regain its legs and make another run?

This Portfolio of Comeback Kids Keeps Delivering the Goods

This Portfolio of Comeback Kids Keeps Delivering the Goods

These 12 companies likely saw their shares hurt by tax-loss selling at the end of 2018, but most are outperforming the market so far this year.

There Were Plenty of Surprises in Q1

There Were Plenty of Surprises in Q1

The fourth quarter's dreadful performance may seem like a distant memory, but it was quite brutal.

Value Is Not Dead, Especially in This One Area of the Stock Market

Value Is Not Dead, Especially in This One Area of the Stock Market

Value investing is an important portfolio tool, even in this growth-focused market.