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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

Movado Shows Now Isn't the Time to Issue Disappointing Guidance

The watchmaker saw its shares hammered on its outlook, which is a cautionary tale for other stocks.

Restaurant Stock Rally Continues, But It's Not What You Think

Just check out your local restaurants and drive-throughs.

Cash Is King, and These 3 Stocks Look Pretty Royal

Let's check out stocks that hold large levels of liquidity and why they should be on your radar now.

There's a Difference Between Dumpster Diving and a Dumpster Fire

This self-proclaimed 'diver' is not touching First Republic, but has an eye on a stock that's been 'lost' for a decade.

Tesla and Meta Become a Value Investor's Delight in 2023

Both stocks are up significantly so far this year, though whether those gains can hold is another matter.

Retro Benjamin Graham Screen Uncovers 3 Small-Caps for the Defensive Investor

These very small but very profitable names are unearthed by using the legendary investor's 1949 criteria.

Benjamin Graham Just Submitted His Sweet 16 (Stock) Picks

Falling markets are an interesting time to check out deeper value screens, including this one based on the legendary investor.

This Portfolio of 2022 Losers Can't Make Up Its Mind Which Way to Go

Most of the stocks in the 2023 Tax Loss Selling Recovery Portfolio lost ground over the last month after scoring nice gains the month before.

What's Happening Deep in the Heart of Deep Value Land?

We're looking for 'cigar butts' and diamonds on this Ben Graham-inspired screen.

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