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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

If You Like Roller Coaster Rides, You've Gotta Love the Russell 2000

The small-cap index has been a poster child for market volatility this year, though the current period isn't as wild as back in 2008.

10 'Benjamin Graham Defensive' Stocks Make That Make the Grade

This is the largest list of qualifiers since the pandemic began.

A Household Name in the Semiconductor Realm Morphs Into a Value Play

The stock screen run by value investor Jonathan Heller turns up a big surprise as a well-known stock pops up.

Screening for Deep-Value Stocks Turns Up a Pair of Possibilities

A producer of small appliances and a maker of fishing, camping and kayaking gear pop up as possible value plays.

Value Stocks Are Cushioning the Blow With Outperformance

This is a side story that is not getting a lot of coverage.

Planting Seeds About a Few Agriculture Names as Food Supply Concerns Grow

Three of these stocks are trading down for the year to date but could see their prospects improve should food shortages materialize.

Investors Are Losing Their Appetite for Restaurant Stocks

Companies in the sector are seeing their share prices sag as rising labor and input costs take a toll on restaurant margins.

After Amazon's Poor Quarter, Could eBay's Fortunes Turn on a Dime?

EBAY has left growth stock mode, and is in value land. Let's see how this wild auction site could have potential as other retailers struggle.

Retail Stocks May Look Like Bargains, but I'm Not Sold on Them

There are a bunch of retailers with low forward price-to-earnings ratios, which could be the result of the market pricing in recession fears.

This Country's Finances Are in Much Worse Shape Than the 80s

It's doubtful that the Jerome Powell Fed will take the Paul Volcker approach, and raise rates above the rate of inflation.

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