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.Follow @JonMHellerCFA Find Jon on Linked In, and on Google+.
Recent Articles By The Author
My Rather Short List of Restaurant Stock Favorites
My favorites are a combination of cheap valuations, and potential takeover targets.
5 Downtrodden Small-Cap Stocks That Everyone Hates -- Except Me
This 'motley crew' of value is not for the faint of heart.
It's a Bizarre World When Legacy Retailers Perform Like This
Outsized gains in sports and other retailers are sweet while they last.
3 Dividend Stocks for Retirement
These blue-chip names have a long history of reliably paying -- and raising -- their dividends.
Not So Under the Radar Under Armour
It's difficult to get an edge on a name like UAA, which is followed by 28 analysts.
Finisar: A New Name in Double-Net Land
The combination of a below expectations quarter, and reduced guidance has investors fleeing.
3 REIT Winners That Provided Some Stability
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.
2 Green Shoots in Deep Value Land
In deep value land, the whims and oscillations of the broad markets don't always spoil the party.
Boring Mid-Cap Dividend Growers Portfolio Quietly Delivering
So far, so good, the portfolio is up about 14.5% versus 11% for the S&P Mid Cap 400 Index.