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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

TJX Looks Sweeter Than Nitro Pepsi in This High Price Environment

For this value investor, inflation just makes my innate need to buy things on sale all the more focused.

Big Lots Could Be a Big Beneficiary of Strapped Bargain-Hunting Consumers

But whether the stock of the discount retailer will make a good value investment anytime soon remains up in the air.

Fingers Crossed That This Deep-Value Portfolio Can Get Its Head Above Water

But for now, the 2022 Double Net Value Portfolio is struggling, with the vast majority of its stocks in negative territory since inception.

Target Date Funds: What Some Investors May Be Shocked to Find Out

There's an issue affecting these popular funds that many may not be aware of.

As I Screen for Value Stocks, Intel Becomes an Even Bigger Bargain Than Before

The semiconductor giant is among the now 13 companies that have made it through this stringent sifting process.

Carnival Takes the Wind Out of Its Sails

This simply is not the same company it was prior to the pandemic.

Harley-Davidson Skids Downhill as It Suffers Through a Lost Decade

The stock of the iconic motorcycle maker is down from where it was one, five and 10 years ago, which doesn't do much for buy-and-hold investors.

Dismal Disney Can't Even Enchant This Value Investor Right Now

There has been no magic in Walt Disney stock and the worst may not be over for the shares should the consumer struggle in a tough economy.

In the World of Deep Value Stocks, They're Playing 'No, No, Net Net'

There's new kid in town, so let's size them up for investability.

If the Market Is Ugly, Then Apparel and Specialty Retail Stocks Are Gruesome

Shares of many of these retailers are down more than 50% year to date and still may not be bargains even at their deflated levels.

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