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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.


Find Jon on Linked In, and on Google+. 

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Recent Articles By The Author

Crimson Wine Group Might Ultimately Make an Interesting Acquisition Candidate

Jonathan Heller

CWGL is a member of my Triple-Net Active Versus Passive experiment.

Ruth's Stakes Its Claim to CARES Loans and Likely Won't Be Alone

Jonathan Heller

The restaurant chain has received a helping hand under the Coronavirus Aid, Relief and Economic Security (CARES) Act; look for other operators to follow.

Bloomin' Brands in Uncharted Territory

Jonathan Heller

I expect that restaurant names will continue to trade like options -- the greater the leverage the more volatile they will be.

Here's One Way to Get Micro-Cap Exposure

Jonathan Heller

And, I've added a stock to my value tree.

The Net Profit Margins of These 10 Restaurants Might Surprise You

Jonathan Heller

When I scan the restaurant space, I remain perplexed, wondering not only when they might be able to reopen, but also how quickly consumers will come back, and to what degree?

After a Wedding Dress Chuckle, a Return to Sobering Reality

Jonathan Heller

The news out of the mortgage markets and cruise line business offers nothing to laugh about.

These 2 Value Portfolios Are Doing OK, Relatively Speaking

Jonathan Heller

The two portfolios, one active and the other passive, have sagged with the broader market but still are outperforming a pair of Russell value indices.

Royal Caribbean's Choppy Waters May Continue Even After Covid-19 Wanes

Jonathan Heller

It is unclear non only when cruises will resume, but also how eager passengers and crews will be to return to its ships once service starts back up.

Closed Doors Cause Restaurants to Take Dividends, Buybacks Off Menu

Jonathan Heller

The impact of the coronavirus on the cash flow of companies in the restaurant sector is leading to capital-saving moves by several notable names.

There's Another Interesting Situation Playing Out in the Silver Markets

Jonathan Heller

Both the spot price and the price of physical silver have soared in recent days, though the spread between the two has not narrowed but rather widened.

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