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

Fossil Group Gets Rocked Post-Earnings, but Shows Some Resilience, Too

Fossil Group Gets Rocked Post-Earnings, but Shows Some Resilience, Too

A disappointing fourth-quarter report initially drove its shares down Thursday, but they regained most of the lost ground by day's end.

The Double-Net Portfolio Is a Good Value on This Rising Market Tide

The Double-Net Portfolio Is a Good Value on This Rising Market Tide

Titan Machinery is the top performer so far in 2019, up 38% since portfolio launch.

Market Quietly Bounds Off to a Solid Start, and So Does Fitbit

Market Quietly Bounds Off to a Solid Start, and So Does Fitbit

The introduction of a new device, the Inspire, by the maker of fitness trackers comes after its shares already have surged 31% year to date.

An Interesting Week For Dividends

An Interesting Week For Dividends

It's behavioral finance at its finest, and makes for a fascinating debate.

Vacation Ownership Stocks Like Bluegreen Are on My Radar

Vacation Ownership Stocks Like Bluegreen Are on My Radar

It may be time to do a deeper dive.

Updating My Tax Loss Selling Rebound Exercise for These 12 Stocks

Updating My Tax Loss Selling Rebound Exercise for These 12 Stocks

So far nine are in positive territory, and are up an average of just over 11%.

Kulicke and Soffa Industries Is Once Again In Double-Net Territory

Kulicke and Soffa Industries Is Once Again In Double-Net Territory

It could be a rocky period for KLIC due to soft demand for the next quarter.

Corning's 1-2 Punch of Buybacks and Dividend Hikes Keeps Paying Off

Corning's 1-2 Punch of Buybacks and Dividend Hikes Keeps Paying Off

The producer of specialty glass and ceramics steadily has rewarded investors over the last three years and did so again this week.

Barington Capital Continues to Push for Changes at Bloomin' Brands

Barington Capital Continues to Push for Changes at Bloomin' Brands

Activist situations can take a long time to play out, that is if they don't fizzle out completely.

Cracker Barrel Old Country Store Remains an Interesting Takeover Possibility

Cracker Barrel Old Country Store Remains an Interesting Takeover Possibility

One interesting facet is the 19.74% ownership stake by Biglari Holdings.