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.
I will be providing occasional updates on the 12 names, and it should be an interesting ride.
All of these companies have been hammered to a varying degree during the year but trade at reasonable forward valuations.
This year I plan on naming 12 that are most interesting and will roll them out four at a time.
Shares of the related companies are struggling, which can be the norm for investments in out-of-favor businesses.
This fear and volatility, if it continues, will make tax-loss selling season even more interesting.
Easier said than done: They also have to turn sales around.
Names as varied as Tilly's, Build-A-Bear Workshop, Hibbett Sports and Nordstrom all took hits in the midst of the holiday shopping season.
I'm not tempted, however... a bit burned out on down and out retail.
I'll be rolling out next year's candidates in early December.
The longest line we witnessed was outside the Nike store; now that was a line.
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