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

In Search of Firms Trading at Relatively Low Levels of Net Current Asset Value

Adding 'triple-nets' this time around with three key screening criteria.

My Lesson With At Home Group's Stock

If you are going to buy a name that has recently been hammered, it may be better to wait and let the dust settle before pouncing.

Bill Dudley's Take on the National Debt Is Disturbing

The former president of the New York Fed acknowledges that the nation's debt is a big issue but says he doesn't know when it may come to a head.

2 Value Stock Newbies That Look Ripe for the Picking

'Double nets' been fertile hunting ground for acquisition targets over the years.

It Has Been a Good 2019 But a Weak 12 Months for the Markets

Key indices show equities haven't fared too well since last October; now along comes a volatile start to the current month, so hold on.

Why I'm Not Taking a Position in United Natural Foods

While most of the market hates this stock, the contrarian in me will continue to follow the story.

Net/Net: My Favorite Hunting Grounds for Small Deep Value Names

The classic net/net situation: losing money, business in decline, and priced as though it will not recover.

Newell Brands Slowly Climbs From Bottom of a Deep Hole

The diversified consumer products company is still far from trading at its price of two years ago, but its shares have turned around nicely in recent months.

No Shortage of Candidates for the Next Portfolio of Losers

Dozens of beaten-up stocks could see tax-loss selling into the end of the year; here's a preview of some that could make up the next Tax Loss Selling Portfolio.

Restaurant Stocks on Fire: Pricey Shake Shack Leads, While Sushi Goes Public

A basket of 38 restaurant stocks I track (large and small) is up about 20% for the year.

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