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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

2 Unloved Stocks Enjoy a Day in the Sun

Languishing NL Industries and Ascena Retail Group saw their shares spurt higher on Thursday on positive events.

Silver Linings for Bloomin' Brands but Unwelcome News for CPI Aerostructures

The restaurant operator missed on earnings but doubled its dividend, while the aircraft parts supplier reveals it will be restating results over two years.

Newell Brands, in Turnaround Mode, Saw Q4 Earnings Top Expectations

The 'new' version of NWL is still comprised of a host of well-known brand names after asset sales reduced debt.

Retailers L Brands, Ascena Look to Shore Up Their Companies

LB is expected to sell Victoria's Secret, while ASNA fights bankruptcy talk.

It's Safe to Say This Deep-Value Portfolio Isn't Off to a Flying Start

Only three of the 12 names in the 2020 Double Net Value Portfolio are in positive territory since inception, with several down by double-digit percentages.

Corning Remains a Compelling Story

GLW has been an out of favor value name that has not garnered the attention (or returns) of the large tech names.

Bloomin' Brands Finds Activist Rattling Its Saber Again

Jana Partners indicates its plans to nominate a few director candidates to the restaurant operator's board.

Here's My Version of Benjamin Graham's 'Stocks for the Defensive Investor'

So far we have 3 names that made the cut.

YUM! Has The Habit, Are There More Acquisitions Coming?

If YUM wanted to go big in casual dining, it could make a play for Dine Brands Global.

Restaurant Acquisition Trend Should Remain on Wall Street's Menu

The deals that has been taking place in the industry in the last few years are likely to continue.

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