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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

Kura Sushi USA Suffers From a Full-Covid Quarter

Their Q3 results is a microcosm of what restaurant names may be facing to varying degrees.

Super Micro Computer Is Back in Double-Net Land

As a sometimes 'dumpster-diver', I'll look for situations where names appear to have been beaten up well beyond what they deserve.

Updating My Annual Tax Loss Selling Recovery Portfolio

There's progress for sure, but still a long way to go. Things could be worse.

I'm Intrigued by Renewable Energy Group

There's plenty of incentive to produce biomass-based fuel.

JG Boswell Marches to the Beat of its Own Drummer

The real gem, the 'white whale' - or white grizzly, given recent events - has always been the company's water rights.

Restaurants Serve Up Heaping Helpings of Stock to Survive

Denny's Corp. is the latest operator to do so as restaurant companies sell new shares in efforts to raise precious cash amid the pandemic.

Always Question the Data, and Kanye Helps Fill the Gap in Gap Shares

A big jump in one-day Covid-19 deaths wasn't as horrific as it appeared, and Kanye West's clothing deal with The Gap gives the retailer's stock a boost.

The Ups and Downs of Chuck E. Cheese and the Restaurant Sector

As a whole, publicly traded restaurant names are doing better than I would have expected year-to-date.

Will Carnival Catch a Break? Not Anytime Soon

It's difficult to generate revenue when your business is not operating.

How We Doing? My Triple Net Active vs. Passive Portfolio

While Fitbit is still the best performer, other names are beginning to carry their weight.

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