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

WTW is in a tug of war between news stories and short-sellers.
It will likely be a volatile ride.
Investors need to question the information they consume and to do their own due diligence before acting on it.
The danger for investors comes in paying too much attention to what's said, acting on every word and focusing on the short term.
The market should see plenty of movement, positive and negative, as the Trump team works to implement its agenda.
Shares of the restaurant chain -- my Best Idea for 2017 -- fell nearly 25% at week's end on weak second-quarter results.
My attempt to put together a portfolio of profitable small-cap companies with hefty amounts of cash comes up empty.
WesBanco and EMC Insurance Group are among the fresh faces that are part of this year's 25 portfolio companies.
An eclectic mix of 20 companies made my cut of stocks trading at 1x to 2x net current asset value.
It would be polite to say many of these predictions were off the mark; missing the target entirely might be more accurate.

Columnist Conversations

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The first full week of the Trump Era starts on a cautious note in the market as all the major indices are down...

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