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

If the markets crash, at least one cottage will have a new roof.
| Jun 24, 2016
| 1:01 PM EDT
We wrote the other day about Skullcandy being ripe for a takeover. Now it's happening.
These 'double-nets' have a host of attractive characteristics.
Any bid should include a decent premium to the current share price.
VoIP firm snaps back 32% after market overreacts to merger news.
Shares have given back one-third of their value since March.
The restaurant chain is positioning itself well for a brand makeover, with a strong balance sheet and a willingness to divest poorly performing assets.
Private-prison firm beats the S&P 500, but politics cloud its future.
This small semiconductor name is showing some big numbers.
| Jun 02, 2016
| 8:30 AM EDT
JAB takeover deal laid out in the 14A filing. Here's the short version:

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And I am usually an optimist by nature.


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