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

These real estate investment trusts present opportunistic situations that go beyond their dividends.
Negative data continues to point to difficulties in the land of eateries.
With value hard to find these days under normal circumstances, you need to look for any opportunity the markets might provide.
A couple events happened last week that may signal a new day at the holding company.
It does not get any messier than putting money into a controversial company in a controversial industry.
AeroVironment's specialty, level of cash and lack of debt could have the makings of an acquisition target.
Still, I am neither disappointed nor thrilled with the performance.
Richardson Electronics and West Marine both trade below tangible book value and have solid cash positions.
Its pending, $5.5 billion acquisition by Bass Pro Shops is a milepost along a half-century journey that began with Dick Cabela selling fishing flies.
The manufacturer is highly liquid and an unhappy shareholder is pushing for consideration of a sale of the company.

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This morning United Technologies reported GAAP eps of $1.74 up 8% from a year ago. In Q3, sales were up by 5% ...
Today's headlines include a number of bad reports and poor stock market reactions in some major restaurant com...
Market opens slightly flat to begin trading Tuesday.  Oil slightly down and the dollar is stronger in ear...


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