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

Updating My 2021 Double Net Value Portfolio

This tracking portfolio is comprised of companies that have three specific attributes.

I'm Looking at These 2 Stocks for Potential Value

Super Micro Computer and Seneca Foods are on my radar.

I've Got Wine and Baseball Cards on My Mind

Two new IPOs are on my radar.

Cruise Operator Carnival Still Isn't a Stock I Want to Climb Aboard

The window the company offered this week on its results and financial state continue to give this value investor pause.

It's Tempting to Quit This Portfolio While I'm Waaaay Ahead, but I Won't

The 2021 Tax Loss Selling Recovery Portfolio is killing it, which makes it tempting to shut it down and harvest the profits, but we'll let the experiment roll on.

Bubbles May Be Forming in Some Places, but Probably Not in Value Stocks

The hot markets for housing and trading cards may not last, but it appears value stocks finally are enjoying their day in the sun.

I'm Gaining Exposure to Orange Groves and Physical Silver

Florida citrus name Alico Inc. and Sprott Physical Silver Trust are positions this value investor just initiated.

Whether Active or Passive, These Deep-Value Portfolios Are Doing Well

Jonathan Heller's 2020 Triple Net Active Versus Passive Portfolio experiment continues to turn in good results at the five-month mark.

2 Deep-Value Candidates That Might Make Sense as Investments… or Not

TrueCar and Intervac Inc. are the names that are worth exploring.

Tuesday's Trouncing Could Presage More Pain for Small-Caps

Small-caps have outperformed their larger brethren so far this year, but if markets start to falter they may be hit harder than the bigger names.

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