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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

With This Pharma Value Play, the Market's Punishment Doesn't Fit the Crime

The growth crowd has moved on, leaving a stock trading at attractive levels.

This Portfolio of 2021 Losers Is Struggling to Gain Ground in 2022

A few disappointing earnings reports are dragging down a handful of the stocks that make up the 2022 Tax Loss Selling Recovery Portfolio.

Value Stocks Outshine Growth Stocks in a Rough First Quarter

My year-end 'best idea' is up just over 9% year to date.

Invest in Winnebago? Here's What You Need to Know

WGO is a great example of 'cheap on paper', but perhaps not so much in this ever-changing economic environment.

'Dumpster Diving' for Good Eats: My Surprise Top Stock Pick for the Rest of 2022

This 'busted' IPO is as speculative as I get. But I pulled the trigger last week.

This Deep Value Portfolio Is Holding Its Own

Three months into its existence, the 2022 Double Net Value Portfolio is in sync with the Russell 2000.

Carnival Still Doesn't Look Like a Seaworthy Stock to Me

The cruise line operator is putting more of its capacity back into operation, but its pandemic-weakened capital structure remains a concern.

Cato Shares May Not Be in Fashion, but It's an Interesting Retail Play Even So

The fashion retailer is cash-rich, carries no debt and pays a nice dividend, plus buys back a lot of its stock; what's not to like?

Don't Forget About Me: 3 Undervalued Stocks That Look Interesting Now

I'm on the hunt for value.

Short Sellers Seem to Be Fired Up About Weber

The grill maker continues to draw the interest of those who favor shorting the name.

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