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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

My Hunt for Value Stocks Turns Up a New Name in Huntsman

The chemical company's shares have languished for a long time but may be approaching an entry point.

This Winemaker Warrants Another Look Because of Its Warrants

The warrants provide time for the stock to shape up.

Market Volatility in 2023: High in Frequency, Low in Magnitude

Amid this environment value continues to beat growth.

An Under-the-Radar Stock Takes Off After Deal With American Airlines

This small-cap's name isn't revealing, but shares of the holding company for Wisconsin Airlines climbed this week.

Digging Through the Deep-Value Heap and Finding a New Shiny Object

It's a promotional marketing company with a solid balance sheet and an aggressive stock buyback program.

Ammo Inc. Misfires as Plan to Split Into 2 Companies Can't Offset Revenue Miss

The maker of ammunition and operator of an online firearms marketplace sees its stock lose ground last week; also, Weber Inc. shares keep running hot and cold.

I'm Tasting 3 More Wine Stocks, Though None Pair Well With My Portfolio

These three publicly traded wine companies have been seeing their shares languish, one for a long time.

It's Hard to Say What's Cookin' at Weber, Though It Smells Like a Short Squeeze

The grillmaker's stock has traded wildly and heavily at times, most recently this week after it posted its latest results on Monday.

I Will Buy No Wine Before Its Time and Won't Buy These 3 Wine Stocks Yet, Either

This trio of companies that produce wine made their stock market debuts over the past 18 months and don't look ripe for the picking.

Fossil Group Sounds the Alarm While NL Industries Rewards Its Shareholders

The former signaled lower revenues for the year while the latter declared a healthy special dividend.

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