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Real Money authors - Jonathan Heller

Jonathan Heller

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.


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Recent Articles By The Author

Beaten-Down Peloton Isn't Turning My Crank as a Value Play

The stock of the fitness equipment maker has plunged over the last year but still doesn't provide enough of a margin of safety for this value investor.

I'm Juiced Up About Citrus Land Owner Alico Again

It pays a healthy dividend and it could benefit from a low orange harvest in Florida, which could drive up citrus prices.

Activision Blizzard's Deal With Microsoft Perks Up a Portfolio of Losers

The video game maker is part of the 2022 Tax Loss Selling Recovery Portfolio and its pending acquisition has given the portfolio a lift.

My Deep Value Active and Passive Portfolios Are Sucking Wind, But It's Early

The idea behind this experiment is my belief that companies trading at relatively low levels of NCAV have the potential to provide solid returns.

5 Stocks That Make the Grade After Sifting Through a Classic Value Screen

A modified version of a Benjamin Graham methodology turns up these companies as good value investing candidates.

Value Enjoys Early Lead Over Growth in 2022 While Precious Metals Struggle

With the Fed likely to raise interest rates multiple times this year, it's a conducive environment for value stocks versus their growth cousins.

Richardson Electronics' Big Day, Cashing in on Weber

RELL has languished for years, meanwhile the WEBR short rental situation plays out.

Let's Chew on What's Up With the Restaurant Sector, Shall We?

Many restaurant stocks performed well in 2021 despite rising costs and labor issues, but this year could be more challenging.

No One Will Confuse Me with Nostradamus Based on My Predictions for 2021

I was right on value stocks staging a comeback last year, but a majority of my prognostications did not pan out as envisioned or were dead wrong.

So Far, So Good for This Portfolio of Unloved Losers

Most of the stocks in the 2022 Tax Loss Selling Recovery Portfolio are in positive territory nearly a month since inception.

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