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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

Losses Keep Piling Up in 2022 for This Portfolio of 2021 Losers

In past years the Tax Loss Selling Recovery Portfolio has performed pretty darn well versus the broad indexes; that isn't the case this year.

I'm Warming Up to Carnival, but Not Ready to Climb Aboard Yet

The stock price of a cruise line operator is becoming more reasonable, but its heavy debt load remains a huge concern.

Weber's Rally Was Cooked Up By the Shorts and Something I Experienced First Hand

It should be an interesting ride from here.

Robinhood Transforms From High Flyer to Dicey Value Stock in Less Than a Year

After debuting with much fanfare last July, the former market darling now is languishing in value territory.

Precious Metals Have Done Precious Little in the Face of Inflation

Gold and silver have been just treading water this year, though that performance certainly is better than most stocks.

7 Stocks With Tempting Multiples to Put on Your Watch List

This is not 'back up the truck' time, but I am seeing some interesting valuations.

Value Keeps Holding Up Better Than Growth, but That's Not Saying Much

And the shares of smaller companies such as Vera Bradley show that a stock that may look like a bargain sometimes isn't.

Watch These 2 Names Just Booted From the S&P 600

Several names were removed Friday from the small-cap index, but I've got my eye on two in particular.

3 Intriguing Tales From Small-Cap Stock Land

As a busted BIRD bottoms, Billy Beane loses his 'seat' and a SOTP story continues a nice run.

Rivian Surprisingly Evolves Into a Value Stock

The EV maker pops up on this value investor's stock screen - the largest name by market cap it has identified in years.

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