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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

Rooting for the Home of the Braves to Keep Rising in Value

It doesn't hurt Liberty Braves Group that its Atlanta Braves franchise is in the World Series, though it already was doing well this year.

Does Brinker's Stinker of a Quarter Portend Tougher Times for Other Eateries?

Pressure from higher labor and commodity costs hurt Brinker's bottom line and could signal trouble ahead for other operators.

I've Rounded Out My Triple Net Active Portfolio With 4 New Names

A somewhat eclectic group of stocks comprises this year's Active portfolio.

Let's Activate the First 4 Names in My Deep-Value Active Portfolio

Sagging stocks American Outdoor Brands, Nautilus Inc., National Presto Industries and CarLotz Inc. make up half the portfolio.

In My Active Against Passive Portfolio Experiment, the Winner Is...

Now it's time to get rolling for the next version of the portfolio.

I'm Rolling Out My New Active and Passive Portfolios

Once again I'm looking forward to kicking the tires on the concept that triple nets can outperform the benchmarks.

Winemaker Duckhorn Portfolio Doesn't Suit This Value Investor's Palate Just Yet

A filing for a large offering of stock by existing shareholders doesn't help matters when considering an investment in the wine producer.

Redball Acquisition's Talks With SeatGeek Don't Get My Juices Flowing

A possible business combination between the two entities doesn't appear to be exciting other investors, either.

What Price Krispy Kreme?

I suspect that commodity cost inflation may be the biggest factor that's currently weighing on DNUT.

Here's How My Active and Passive Portfolios Stack Up

Sector representation is diverse, but the list is dominated by software, semiconductors, oil and gas, and metals and mining.

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