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

Vacation Ownership Stocks Like Bluegreen Are on My Radar

It may be time to do a deeper dive.

Updating My Tax Loss Selling Rebound Exercise for These 12 Stocks

So far nine are in positive territory, and are up an average of just over 11%.

Kulicke and Soffa Industries Is Once Again In Double-Net Territory

It could be a rocky period for KLIC due to soft demand for the next quarter.

Corning's 1-2 Punch of Buybacks and Dividend Hikes Keeps Paying Off

The producer of specialty glass and ceramics steadily has rewarded investors over the last three years and did so again this week.

Barington Capital Continues to Push for Changes at Bloomin' Brands

Activist situations can take a long time to play out, that is if they don't fizzle out completely.

Cracker Barrel Old Country Store Remains an Interesting Takeover Possibility

One interesting facet is the 19.74% ownership stake by Biglari Holdings.

Dine Brands Serves Up a Beat Over FANG

The restaurant stock had a lousy 2017, but the value play since has made a big comeback and outpaced the FANG quartet.

This Mini-Rally Has Made Some Early Lemonade Out of Last Year's Portfolio Lemons

What is most fascinating in this index-investing based world is the amount of variability and inefficiency that still exists.

I Remain Skeptical About United Natural Foods

The combined company - with SUPERVALU - has not yet proven that it can deliver on earnings and synergies.

3 Stocks That Are Bouncing Back

It's the kind of action that makes the markets interesting in a New Year.

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