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

Welcome to Part 2 of My 2023 Tax Loss Selling Recovery Portfolio

This quartet of stocks includes a boat retailer, an underwear maker, a department store chain and an entertainment giant.

4 Well-Known Names Kick Off the 2023 Tax Loss Selling Recovery Portfolio

A social media giant, an online marketplace, a semiconductor producer and an automaker make the latest list of unloved stock losers.

Surprising and Not So Surprising in 2022

Here are four takeaways for the year.

Check Out the Cornucopia of Candidates for My 2023 Portfolio of Unloved Losers

In putting together the 2023 Tax Loss Selling Recovery Portfolio there is no shortage of contenders that haven't fared well in 2022.

Better Luck Next Year as This Year's Deep-Value Portfolio Experiment Lays an Egg

The 2022 Tax Loss Selling Recovery Portfolio was a true bomb, but hope spring eternal for 2023.

The Small Retail Rout Continues -- But Here's Why I Play These Stocks

Why would anyone in their right mind want to own a small retailer in this environment? Let me tell you.

Target Lands on Santa's Naughty List and Wipes Away Walmart's Feel-Good Day

The severe negative reaction to Target's disappointing holiday season outlook illustrates why 2022 has been a tough year for many retailers.

2 Beaten-Down Value Stocks That Keep Struggling to Get Off the Mat

One is a footwear company and the other a drugmaker that was this writer's "top pick" for the balance of the year last spring.

When Value and Growth Meet at the Baron Investment Conference

This stock is squarely on my radar after attending Friday's fascinating conference where none other than Elon Musk appeared.

I'm Eager for eBay's Earnings to See If a Bargain Turns Up in Its Shares

The online marketplace is among the stocks in the retail sector that are of interest to this value investor as many have been punished severely this year.

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