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

Updating My Triple Net Active vs. Passive Portfolio

While this experiment is still inconclusive, it's still nice to see both groups of triple nets outperforming.

These Aren't the Good Old Days for Restaurants

I wonder which chains may not survive this crisis without having to file for bankruptcy, and whether the crisis will alter the future of company capital structures.

The Latest From Restaurant Land

Beef shortages, capital raises, earnings, and a possible proxy fight.

What's Most Glaring to Me Is the Performance of Value vs. Growth

The drubbing value is taking vs. growth is not just happening within small and microcap companies.

This Year's Tax-Loss-Selling Recovery Portfolio Is a Real Loser So Far

This experiment in trying to identify stocks that could come back after dismal year-ago performance isn't going well five months since its inception.

The Road to Normalcy

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

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

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

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

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

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