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

Turning Over Rocks to Find 10 Value Names Worthy of Ben Graham

Using a modified version of the famed investor's methodology turns up 10 stocks that are worth tracking.

Is This a Buying Opportunity? I'm Still Not There Yet

With the coronavirus fear as thick as pea soup, many names don't yet qualify as 'stupid cheap'.

Markets Are Brutal for Restaurant, Cruise Line Names

Fear is the name of the game here, not reality, and until it abates, all bets are off.

Fed Didn't Use Its Head in Enacting Emergency Rate Cut

The Federal Reserve's rate cut of 50 basis points did not calm markets but instead reinforced fears of economic calamity ahead.

You Futilely Can Try to Find the Bottom, or You Can Try to Find Cheap Stocks

Bottoms can prove frustrating to call, so investors would be better served by seeking out individual stocks selling at a discount to normal values.

The Travel Industry Is Being Decimated

I still do believe that the panic is overblown, but that does not mean that it won't continue.

Reminders of December 2018 and a Watchmaker Watches Its Stock Fall

The three days of declines in the S&P 500 are reminiscent of the volatility of late 2018, and Fossil Group posts disappointing fourth-quarter results.

Does Movado Have the Wherewithal to Recover Yet Again?

Following two disappointing quarters, the company's next progress report should come in late March upon the release of first quarter earnings.

2 Unloved Stocks Enjoy a Day in the Sun

Languishing NL Industries and Ascena Retail Group saw their shares spurt higher on Thursday on positive events.

Silver Linings for Bloomin' Brands but Unwelcome News for CPI Aerostructures

The restaurant operator missed on earnings but doubled its dividend, while the aircraft parts supplier reveals it will be restating results over two years.

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