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

I Like Albertsons Even if Its Merger With Kroger Doesn't Go Through

Albertsons produces solid earnings and a nice dividend, so what's not to like if it stays independent?

This Deep-Value Portfolio Is Outperforming Its Index Peers

Nearly all the stocks in the 2023 Double Net Value Portfolio are in positive territory a month after its inception.

Nelson Peltz Takes Aim at a Big Mouse

The activist investor's past dealings with Wendy's, Kraft and P&G make this a fascinating new one to watch.

A Value Investor Takes on Tesla

The electric vehicle maker suddenly may be out of favor, but it's generating solid profits. Is it a good investment for the long haul?

Cal-Maine Prospers From the Eggscruciating Rise in Egg Prices, but for How Long?

Would-be investors in the egg giant's stock need to be aware that its earnings and dividend payouts likely will shrink once egg prices come back to earth.

This Portfolio of Potentially Cheap Stocks Is Outperforming the Markets Early On

My tax loss selling recovery strategy is quietly getting the job done. Now let's see what earnings season brings.

Will 2023 Be Part of a Rare Market Streak?

The market debuts with a bang, ends with a whimper.

Active Takes an Early Lead on Passive in This Portfolio Experiment

Can a hand-selected group of stocks outperform and entire universe of 'triple nets'?

My Unusual (For Me) 2023 Stock Pick Has Quietly Become a Dividend Champion

The combination of rising dividends and simultaneous share buybacks can be powerful.

Not Hot Now: Krispy Kreme Has Been a Disaster for Investors

This could be a great story, but it will take some doing.

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