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

Benchmark Electronics is again trading below NCAV. It may be time for the company to shake things up a bit.
| May 15, 2012
| 12:13 PM EDT
TECUA, TECUB up more than 60% today; 13D filed by Roumell Asset Management, which now owns 21.6% of Class A shares, 12.9% of Class B shares. This...
Ingram Micro is profitable, but its stock has fallen below net current asset value.
Corrections Corp. has done well, all told, but I'm worried about these steps toward REIT conversion.
A broken company can appear cheap, but it may not recover.
Here are some interesting ideas from yesterday's presentations.
For these three companies, real estate holdings may represent locked-up value.
| May 04, 2012
| 9:41 AM EDT
.on the jobs numbers. Major media talking heads, and the White House will likely focus on 8.1%, and not 115K. To be expected. ...

GM

| May 03, 2012
| 9:25 AM EDT
Looking forward to seeing market reaction today for GM, which is up 1% in pre-market, following what is being touted as a good quarter. Still not a...

Columnist Conversation / Market Updates

| May 16, 2012
| 4:04 PM EDT
U.S. stocks again gave up early gains and finished Wednesday lower....
| May 16, 2012
| 2:58 PM EDT
Stocks are hovering around flat, but the credit market is trading very poorly. Bid-wanteds in cash are rolling in, especially in the go-go financial names....

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