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

Five names to consider from my 'stocks for the defensive investor' screen.
The solar energy name is rich in cash and short-term investments, though analysts' forward earnings estimates range all over the map.
West Marine and Fitbit posted quarterly results, while CoreCivic got a lift from a Jeff Sessions memo.
Analogies to past market surges shouldn't concern investors as much as the trillions in debt we've managed to build.
The cafeteria-style restaurant operator hasn't had a profitable year since 2013, though its real estate portfolio potentially is valuable.
California's Limoneira and Argentina's Cresud aren't for investors who expect steady returns.
Whether it's burritos, wings or 'endless salad,' restaurant investors beware.
The once-proud retailer's debt and pension obligations and its customer losses are just too great to overcome.
The private corrections name has had a great run, but it's unclear where the REIT's payout is going from here.
My tracking portfolio is flat for the year to date, though there have been wildly divergent performances by the constituent stocks.

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