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. In 2005, he joined SEI Investments as director of investment communications within SEI's Investment Management Unit. Heller is founder of Cheap Stocks, a website dedicated to deep-value investing. He has been a contributor to TheStreet Real Money since 2011 providing trending market coverage and stock ideas. 

Heller 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 a value investor who, like Warren Buffett, follows Benjamin Graham’s investment principles. When he isn’t investing, you can find him playing the guitar, at the beach, or learning presidential history. 

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Recent Articles By The Author

Viatris Has Been Bearish for One Reason — But Is Still an Intriguing Value Play

One earnings story that caught my eye was this pharmaceutical name.

This Restaurant Investor Isn't Afraid to Play Chicken With El Pollo Loco

The holding company that owns chunks of Cracker Barrel and Jack In The Box now holds a sizable stake in El Pollo Loco.

Intel, My Top Stock Pick for 2023, Continues Its Surprising Revival

It's been quite a ride for the shares the past several years.

These Outperforming Value Stocks Are Closing the Gap for My Active Portfolio

The annual Triple Net Active Versus Passive Portfolio duel is rounding third, and headed for home.

Expensive and Calm: The Market's Surprising Growth-Led Rally

A richly valued S&P continues to move higher on low volatility, with growth and value still miles apart.

I'm Glad I'm Out of Tesla, but Wine Stocks Have Left a Bitter Taste in My Mouth

Let's just say it hasn't been a vintage year for most publicly traded wine companies.

Cracker Barrel: Are We About to See the Beginning of a New Era?

The shares have languished over the past five and 10-year periods.

Big Lots: Love the Stores, Not the Stock

One line of thinking was that BIG could do well in an inflationary environment as consumers sought cheap goods. Well, not so fast.

This Value Portfolio Is Picking Up Steam as It Makes a Nice 'Recovery'

Meta remains the best performer in my 2023 tax Loss Selling Recovery Portfolio, rising 182% since it was initiated.

What's Sizzling Hot Right Now? Restaurant Stocks

Let's check on the year-to-date performance of McDonald's, Chipotle, Carrols, Yum Brands and many others as food service shines.

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