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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

It's Time to Reveal the First 4 Ugly Ducklings of This Deep-Value Portfolio

A drugstore giant, a maker of office technology, a chicken producer and a shoe seller make up one-third of the 2021 Tax Loss Selling Recovery Portfolio.

Gun Stocks Continue to Shoot Higher

We are in the midst of another run on guns and ammo, fueled in part by Americans continuing to arm themselves in a time of uncertainty.

Hibbett Sports Is a Survivor and Then Some

I'm not a buyer here although I am impressed by what HIBB has been able to accomplish.

Movado Is on the Move, and So Is Fossil as They Pleasantly Surprise

The two specialty retail stocks climb as they manage to navigate the choppy pandemic waters better than expected.

Preparing to Whittle Down My Annual Portfolio of Rebound Candidates

The 2021 Tax Loss Selling Recovery Portfolio still has plenty of potential members, but it will be cut to 12 soon enough.

A Great First Month for My Triple Net Active vs Passive Portfolio as Value Rises

It's way too early to tell whether this is the beginning of a regime change from growth back to value.

Norwegian Cruise Line Launches Another Stock Sale as It Works to Stay Afloat

The cruise operator's latest offering adds to its dilution and makes it even trickier to evaluate its true value.

Carnival Is Not the Same Cruise Line it Was Pre-Covid

Investors need to review what the company has done to stay afloat before making a buying decision on the name.

Fossil's Third Quarter Showed Unexpected Resiliency

FOSL may not be a big retailer but it is a formidable brand.

This Ugly Duckling Portfolio of 2019 Losers Grew Into a Beautiful Swan

The deep-value Tax-Loss Selling Recovery Portfolio of a dozen stocks handsomely outperformed the S&P 500 and Russell 2000 indices.

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