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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

Watching This Tech Value Stock for Signs of Life

With expectations so low for ARLO, any signs of life could be rewarded. But for now I am watching from the sidelines.

This Deep-Value Portfolio Keeps Plugging Along

These 22 stocks in the aggregate continue to outpace the Russell 2000 and Russell Microcap indices as all but three are in positive territory.

Vera Bradley Looks Attractive Again

The maker of handbags and accessories posted better-than-expected results this week and has forecast results for this fiscal year that are ahead of the consensus.

Market Shrugs as Fitbit Puts a Lot on the Line With Its New Products

Unlike Coca-Cola with its introduction of Orange Vanilla Coke, Fitbit must hit on its new releases if it hopes to get back into investors' good graces.

Cato Stumbles Again, but I'm Not Jumping In Just Yet This Time

The fashion retailer provided a nice buying opportunity when its stock plunged in 2017, but that doesn't guarantee a rebound after its latest slide.

Slim Pickings in Deep Value Land

It makes digging a bit harder, but that's been the case for quite a while.

Value Investors Are Patient, Phillies Fans Won't Be With Bryce Harper

When high expectations are not met, that's when overpaying (for a player or a stock) really stings.

This Dirty Dozen of Beaten-Down Stocks Continues Its Collective Comeback

A rising market obviously doesn't hurt these issues that were hammered in 2018, but most also are outperforming a couple key market indices.

Fitbit Stock Is Looking For Love

In order to get back into investor's good graces...FIT needs to demonstrate that it can get to annual profitability.

After-Hours Earnings Beats for These 3 Small-Cap Names

This trio of small-caps is on the rise after a tough few months.

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