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, which is 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

Just 11 of the 25 names in this portfolio are in positive territory since its Jan. 1 inception, but small-caps value stocks in general haven't done much this year.
CEO Sardar Biglari loves to wax on for hours about his investment philosophy, which is one reason this meeting is a must-see event.
There are only a handful of names in my net/net cupboard, and one I wouldn't touch with a 10-foot pole.
Companies as diverse as Wendy's and Boeing are among the names big into stock buybacks and raising their payouts.
A merger deal involving a majority-owned subsidiary conjures up thoughts of possible sales of other significant assets.
The combination can bolster a stock's price, but as GameStop shows, it isn't a guarantee of success.
My stock screen idea unearthed winners in Weight Watchers and Gener8 Maritime but a loser in Gannett.
The price may not seem ridiculous given a company of Panera's quality, but this is not the environment to be overpaying for restaurants.
I've never seen such a small name that is so deep into value territory begin paying a dividend.
Though the sports apparel name has taken a beating over the last year, it still is not cheap based on its multiple.

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