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

Tootsie Roll Shows the Downside of a Family-Controlled Publicly Traded Firm

I still believe TR would command a solid premium in an acquisition, but I'm not holding my breath.

10 Years of Market Growth That Seemed Unlikely a Decade Ago

Stock market indices remarkably have averaged double-digit percentage gains annually over the last 10 years.

Cato Continues to Be an Interesting Story

First quarter results were impressive but the downside is that it operates in the incredibly competitive fashion retail business.

Fossil Group Is Under the Radar No More

FOSL has been overly punished by the markets at times.

B&G Foods Piques My Interest but Has Yet to Whet My Appetite Enough to Buy

The company behind a diverse roster of shelf and frozen foods sports a big dividend, but that payout may not last because of its large debt.

Can Biglari Holdings Keep It Going?

The stock is certainly looking better these days, with both share classes trading near two-year highs.

Here Are 3 Underfollowed Names That Had Interesting Earnings Results

As a value investor, it's an interesting time in Smallville for SBH, FLMN and NL.

Halfway Home and This Portfolio of Lovable Losers Keeps Delivering

The 2021 Tax Loss Selling Recovery Portfolio didn't do much in April but is soundly beating the market six months after inception.

The Dog Known as Value Finally Is Having Its Day

The notion that "value is dead" has been put to rest over the last year as value indices solidly have outpaced their growth cousins.

Active vs. Passive: How Are My Triple Net Portfolios Doing?

I believe within this deep value pond, an active approach can outperform passive, but what do the numbers say after six months?

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