Jonathan Heller, CFA, CFP® is president of KEJ Financial Advisors, his fee-only financial planning company. Heller spent 17 years at Bloomberg Financial Markets in various roles, from 1989 until 2005. 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 Web site, a site 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, and certified financial planner ™ practitioner.
Recent Articles By The Author
These 3 value names reported very ugly quarterly earnings.
Triple nets are companies trading between 2 and 3 times net current asset value; here are several of these value names.
This cash-flow positive company is trading for just $6, and it could easily become a target for acquisition.
If UNFI can execute, pay down debt through a SUPERVALU asset sale, generate synergies...this could be a winner.
Smaller stocks had outperformed large-caps for much of 2018, but now find themselves down for the year to date after a tough couple months.
The net/net cupboards remain as bare as I've seen them in many years.