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

My Tax-Loss Selling Year-End Portfolio

In this portfolio, the goal is for the winners to more than offset the losers.

Competition Is Fierce in Restaurant Stocks

One noted newcomer was Kura Sushi USA, and this is likely not the last we've heard of publicly traded sushi restaurants.

Talk of a Small-Cap Revival Seems Premature Based on a Longer View

Smaller names have fared well of late, but a look back shows they have lagged their larger-cap brethren for years and years.

Closing the Books on 2019 and Opening the Curtain on 2020

It has been portfolio cleanup time, which means saying goodbye to some stocks and hello to others.

A Baker's Dozen of So-So Stocks Make the 2020 Version of This Value Portfolio

The 2020 Double Net Value Portfolio includes a half-dozen offenders from the previous iteration of the portfolio.

The Triple-Net Actives Are Beating the Passives So Far

These companies are trading between 2x and 3x net current asset value, and with a market cap in excess of $100 million.

This Deep Value Portfolio Managed to Hold Its Own in 2019

The 22 stocks in the Double Net Value Portfolio collectively outperformed the value components of the Russell 2000 and Russell Micro indices.

Ascena Retail Group Offers a Glimmer of Hope, at Least for One Day

The debt-laden parent of Ann Taylor and Justice posted surprising results Tuesday, causing its shares to gyrate only to finish the day barely higher.

The Final 4 Unsightly Stocks Going Into My Next Tax-Loss Selling Portfolio

We'll track a dozen beaten-up stocks that could be subject to tax-loss selling at the end of 2019 to see whether they can stage comebacks in 2020.

4 More Unloved Stocks Going Into My Latest Tax-Loss Selling Portfolio

We'll track a dozen beaten-up stocks that could be subject to tax-loss selling at the end of 2019 to see whether they can stage comebacks in 2020.

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