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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

Ascena Retail Group Offers a Glimmer of Hope, at Least for One Day

The debt-laden parent of Ann Taylor and Justice posted surprising results Tuesday, causing its shares to gyrate only to finish the day barely higher.

The Final 4 Unsightly Stocks Going Into My Next Tax-Loss Selling Portfolio

We'll track a dozen beaten-up stocks that could be subject to tax-loss selling at the end of 2019 to see whether they can stage comebacks in 2020.

4 More Unloved Stocks Going Into My Latest Tax-Loss Selling Portfolio

We'll track a dozen beaten-up stocks that could be subject to tax-loss selling at the end of 2019 to see whether they can stage comebacks in 2020.

4 Ugly Stocks That Kick Off My Latest Tax-Loss Selling Portfolio

We'll track a dozen beaten-up stocks that could be subject to tax-loss selling at the end of 2019 and see whether they can stage comebacks in 2020.

It Was a Very Good Year for This Portfolio of 2018 Losers

The dozen stocks in this portfolio of companies that likely came under tax-loss selling pressure last year performed quite well as a group in 2019.

Investment Lessons From the Turducken World

Preparing the combined turkey-duck-chicken dish requires patience and persistence, which are good qualities for a value investor to possess.

Making Sausage: How the Fitbit Deal Got Done

A document filed with the SEC reveals the behind-the-scenes competition between Alphabet and another suitor for the hand of the smartwatch maker.

Hibbett Sports Scores With Solid Quarter and Favorable Outlook

The sporting goods retailer shows there are still opportunities to capitalize on retail, even among beaten-up names.

A Potential Short-Term Opportunity Grows in the Florida Citrus Groves

Alico Inc.'s largest shareholder is distributing its shares to its members, which could lead to a supply glut that depresses the stock and makes it a value buy.

Real Estate and the Value Investor

Make no mistake about it: I have fallen into the real estate value trap a time or two.

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