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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

You Think Inflation Is Bad Now? You Should Have Seen It a Generation Ago

Today's rates are high but aren't close to what they were in the late 1970s and early 1980s, and yet markets managed to cope.

I've Got Smith & Wesson in the Holster, but the Safety Switch Stays On

I wouldn't jump the gun on this name, but here's why I find it compelling.

Retail Stocks Are Moving Fast: Here's One That Might Be Worth Catching

It is refreshing to visit a store that has the items in stock that it claims to on its website.

I'm Diving Back Into the Dumpster to Gobble Up More BurgerFi Shares

This value investor's top pick for the rest of 2022 keeps losing ground, but that isn't stopping him from doubling down on this speculative play.

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.

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