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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

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.

Is Fitbit Ripe for a Takeover?

FIT indeed has much to prove, the early 2015 euphoria is gone, and most growth investors have moved on.

As Michaels and At Home Show, Retail Stocks Aren't for the Weak of Stomach

Many retailers take their shareholders on roller coaster rides these days, which is why queasy investors might do well to stay out of the names.

Portfolio of Comeback Hopefuls Makes a Comeback of Its Own

September's wave of buying in value stocks likely helped lift some of the 12 companies that are part of the 2018 Tax-Loss Selling Recovery Portfolio.

Smaller Value Stocks Have Themselves a Week

A bunch of beaten-up value names registered double-digit percentage gains last week; we'll see if the rally can continue.

Walmart Triggers Ammo Sales Spurt With Halt in Sale of Certain Ammunition

A visit to a Walmart store does not reveal an all-out run on ammunition, but gun owners are steadily draining the shelves of various calibers of ammo.

Tutor Perini Is a Classic Case of 'Dumpster Diving'

While intrigued by the situation, I won't go beyond putting the name on my watch list for now.

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