AUTHORS

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

Acquisitions in Restaurant Land Go On and On

There are plenty of others I've served up as potential M&A candidates that have not come to fruition...yet.

I Finally Do More Than Kick the Tires on Manchester United

The stock of the legendary football club appears undervalued amid the pandemic.

Baseball Provides 'Valuable' Lesson on the Effect of Supply and Demand

Here's why a beat-up baseball card is worth more than a mint-condition jersey and why the Atlanta Braves are worth less than the New York Mets.

Tupperware Is the Comeback Stock of the Year

Third quarter earnings trounced expectations.

Getty Realty Is No Longer Under the Radar

GTY is the leading publicly traded real estate investment trust in the U.S.

This Deep-Value Portfolio Puts on a Sprint Down the Stretch

The 2020 Double Net Value Portfolio has risen over the last month and re-entered positive territory.

Here's the Final 4 of My 2020 Triple Net Active Portfolio

It's a rag-tag group so let's see how it pans out over the next year.

Drumroll, Please: The First 4 Names in My Triple-Net Active Portfolio

This disparate cluster of value plays includes an entertainment giant and an owner of ethanol plants.

It's 'Active' Vs. 'Passive' and the Winner Is ...

Both, actually. But the one who came out way ahead might surprise you.

Rolling Out My 2020 Triple-Net Active Versus Passive Portfolios

Just 27 names make the cut, down from 48 last year, and 36 from my late September preview.

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