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.
Recent Articles By The Author
One earnings story that caught my eye was this pharmaceutical name.
The holding company that owns chunks of Cracker Barrel and Jack In The Box now holds a sizable stake in El Pollo Loco.
It's been quite a ride for the shares the past several years.
The annual Triple Net Active Versus Passive Portfolio duel is rounding third, and headed for home.
A richly valued S&P continues to move higher on low volatility, with growth and value still miles apart.
Let's just say it hasn't been a vintage year for most publicly traded wine companies.
The shares have languished over the past five and 10-year periods.
Meta remains the best performer in my 2023 tax Loss Selling Recovery Portfolio, rising 182% since it was initiated.