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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.


Find Jon on Linked In, and on Google+. 

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Recent Articles By The Author

The Road to Normalcy

Jonathan Heller

I think the quarantine has gone too far, with unintended consequences that will be tallied later.

This Value Portfolio Is Doing OK Relatively Speaking, but That's Not Saying Much

Jonathan Heller

The 2020 Double Net Value Portfolio is outperforming a couple Russell value indices, but those aren't doing well.

Volatility Goes on a Tear, and Worries About a Day of Reckoning

Jonathan Heller

The S&P 500 has exhibited an abundance of swings over the last two months, while the government's open Covid-19 checkbook adds to an already-heavy debt burden.

My Interest in Reading International Is Their Real Estate Portfolio

Jonathan Heller

RDI generates the bulk of revenue through the operation of cinemas in the U.S., Australia and New Zealand, not exactly a great business at this point in time.

Movado Bears Watching as Watchmaker Moves Back Into Deep-Value Territory

Jonathan Heller

The company's stock has become interesting on its big decline, though it is not for the faint of heart.

Crimson Wine Group Might Ultimately Make an Interesting Acquisition Candidate

Jonathan Heller

CWGL is a member of my Triple-Net Active Versus Passive experiment.

Ruth's Stakes Its Claim to CARES Loans and Likely Won't Be Alone

Jonathan Heller

The restaurant chain has received a helping hand under the Coronavirus Aid, Relief and Economic Security (CARES) Act; look for other operators to follow.

Bloomin' Brands in Uncharted Territory

Jonathan Heller

I expect that restaurant names will continue to trade like options -- the greater the leverage the more volatile they will be.

Here's One Way to Get Micro-Cap Exposure

Jonathan Heller

And, I've added a stock to my value tree.

The Net Profit Margins of These 10 Restaurants Might Surprise You

Jonathan Heller

When I scan the restaurant space, I remain perplexed, wondering not only when they might be able to reopen, but also how quickly consumers will come back, and to what degree?

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