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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.


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Recent Articles By The Author

It's a Rocky Road to the Finish for My Tracking Portfolio

I build a Double Net Value portfolio every year that's comprised of companies that have three attributes.

Fashion Retailer Cato Puts on a Show With Big Dividend Hike, Buyback Spree

Raising the quarterly payout and repurchasing shares in large quantities show management's confidence in the apparel merchant.

Inflation Is Very Real, Just Ask Costco Shoppers

Here's hoping that we don't return to the 1970's and early 1980's inflation eras.

I May Take Another Run at Limoneria

This is not based on the pipe dream of water asset/land monetization, but whether shares get cheap enough as an operating company.

Right or Wrong, I'm Now SPAC-Less

I closed positions in Mudrick and RedBall Acquisition.

Topps SPAC Strikes Out, and Warming Up to Krispy Kreme

While I was looking forward to owning Topps again, not under those circumstances.

I'm Following a Fashion Retailer and a SPAC

Cato looks cheap, and Mudrick looks to merge with Topps.

This Portfolio of 2020 Losers Continues to Shine as It Nears the End of the Line

The 2021 Tax Loss Selling Recovery Portfolio gave up a bit of ground over the last month but still is solidly outperforming two major indices.

Let's Dig Into Fossil's Earnings

This is my second go-around owning FOSL, and here's how I see the specialty retailer now.

Investors Begin to Warm to Grill Maker Weber After Its IPO

The shares of the initial public offering were priced below their initial expected range but the stock is up nicely from its first-day action.

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