AUTHORS

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

Here's a Rundown of 3 Additional Net/Nets

Deep value investors are finding the pickings slim among net/nets.

Updating Net/Nets and Looking at Voxx International

The pool of qualifying net/net companies has continued to shrink.

Chipotle, Shake Shack Lead Best Restaurant Performers in 2019

Bigger is better as the major restaurants dominate the sector.

Can Saggy Fitbit Regain Its Shape? This Value Investor Hopes So

Shares of the maker of health and fitness devices are near their all-time low, but buying now could pay off down the road.

Updating My 2018 Tax Loss Selling Recovery Portfolio

Let's review the performance of all three tranches released in December 2018.

3 Iconic American Companies, Only 2 of Which Are Celebrating This July 4th

Shares of Hershey and Corning have done well since the last Fourth of July, but not so the stock of Harley-Davidson.

Here's How My 2019 Double Net Value Portfolio Has Performed Since December

As we enter the dog days of summer, with lower volume and perhaps more volatility, portfolio performance may get interesting.

Heads Up for Summer Intrigue if You Own These Stocks

A pair of private-prison operators, a meal kit company and a fashion retailer all are facing unique struggles at present.

Gold Is Showing That It Can Still Pack a Punch

The yellow metal is a beneficiary of the combination of 'rate cut mania' as well as global uncertainty,

Candidate's Call for Private-Prison Ban Slams CoreCivic, GEO Group

U.S. Sen. Elizabeth Warren resurrects a presidential campaign issue from 2016 that whacked the stocks of private prison operators back then.

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