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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

Gun and Ammo Stocks Soar as Demand Keeps Growing

Current events and the prospects of more restrictive gun laws are driving sales.

Will Precious Metals Continue to Shine in 2021?

Gold and silver are significantly higher year-to-date.

Early Results on My Triple Net Portfolio Look Good

Both the active and passive portfolios have been beneficiaries of the rising tide of the markets, and Haynes International is leading the charge.

Fossil's Head Scratching Big Day -- To the Downside That Is

How a relatively minor piece of news can have a major impact.

Unveiling My 2021 Double Net Value Portfolio

Eighteen stocks make the cut for the 2021 portfolio, which is comprised of seemingly cheap names relative to net current assets.

Homage to Restaurants and Resilient Restaurant Stocks

Surprisingly, 2020 has turned out to be decent year for restaurant stocks.

This Baker's Dozen Value Portfolio Held Its Own in 2020

This year's version of the Double Net Value Portfolio handily outperformed a number of Russell indices.

Finally, the Final Four of My 2021 Tax-Loss Selling Recovery Portfolio

AER, GIII, SBH, and PSXP make the cut.

My 2021 Tax Loss Selling Recovery Portfolio Takes a Shotgun Approach

The hope is that there are a couple of big winners that will more than offset the losers.

It's Time to Reveal the First 4 Ugly Ducklings of This Deep-Value Portfolio

A drugstore giant, a maker of office technology, a chicken producer and a shoe seller make up one-third of the 2021 Tax Loss Selling Recovery Portfolio.

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