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

This Deep Value Portfolio Turns Positive Again but Still Isn't Stellar

Only four of the 13 stocks in the 2020 Double Net Value Portfolio are up since its inception last December.

Shake Shack and the Chaotic Restaurant Sector

Occasionally there's a positive surprise.

Is It Party Time at Tupperware?

TUP has quickly gone from the worst performer in my tax loss selling portfolio to the second-best performer.

2 More Fish Swim Into the Small Value Stock Pond

Graham Corp. and Culp Inc. are companies that are worth a look for value investors.

Silver and Gold Are Metals to Hold as Prices Glitter Again

The yellow metal is at an all-time high and silver is running higher, too, with physical silver commanding a premium over the spot price.

Here's the Latest on My Triple Net Active vs. Passive Portfolio Experiment

Since the last update, both portfolios are up about 9%, keeping the performance gap at about 1700 bps.

I'm Not Waiting in Line for Tapestry Shares

I am intrigued by the company's apparent move deeper into value territory.

Here's Why Stratasys Is on My Radar

This is a growth name that happens to have some value attributes.

Rewarding Fiesta Restaurant Group, and Silver Shines

I've seen times when there is little to no premium for physical silver, but those days may be done.

Kura Sushi USA Suffers From a Full-Covid Quarter

Their Q3 results is a microcosm of what restaurant names may be facing to varying degrees.

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