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. In 2005, he joined SEI Investments as director of investment communications within SEI's Investment Management Unit. Heller is founder of Cheap Stocks, a website dedicated to deep-value investing. He has been a contributor to TheStreet Real Money since 2011 providing trending market coverage and stock ideas.
Heller 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 a value investor who, like Warren Buffett, follows Benjamin Graham’s investment principles. When he isn’t investing, you can find him playing the guitar, at the beach, or learning presidential history.
Recent Articles By The Author
I Trust This Silver Trust as the 'Poor Man's Gold' Starts Shining Again
The closed-end Sprott Physical Silver Trust is one way to gain exposure to the silver market.
Carnival Beats Expectations, but Its Stock Still Doesn't Merit a Party
The cruise line operator's massive debt and stock dilution remain stumbling blocks for this value investor.
Movado Shows Now Isn't the Time to Issue Disappointing Guidance
The watchmaker saw its shares hammered on its outlook, which is a cautionary tale for other stocks.
Restaurant Stock Rally Continues, But It's Not What You Think
Just check out your local restaurants and drive-throughs.
Cash Is King, and These 3 Stocks Look Pretty Royal
Let's check out stocks that hold large levels of liquidity and why they should be on your radar now.
There's a Difference Between Dumpster Diving and a Dumpster Fire
This self-proclaimed 'diver' is not touching First Republic, but has an eye on a stock that's been 'lost' for a decade.
Tesla and Meta Become a Value Investor's Delight in 2023
Both stocks are up significantly so far this year, though whether those gains can hold is another matter.
Retro Benjamin Graham Screen Uncovers 3 Small-Caps for the Defensive Investor
These very small but very profitable names are unearthed by using the legendary investor's 1949 criteria.
Benjamin Graham Just Submitted His Sweet 16 (Stock) Picks
Falling markets are an interesting time to check out deeper value screens, including this one based on the legendary investor.
There's More Behind the Market's Jitters Than SVB Financial and Inflation
Don't discount this factor.