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

Not One, But Two of My Deep-Value Screens Are Targeting This Gun Maker

And that is no easy task based on the stringent criteria of one of the two screens.

Carnival Is Still a Long Way From Home

This is not yet your pre-pandemic cruise line. The trip for CCL stockholders won't be an easy one.

I've Dug Up This Coal Miner in My Search for Value Stocks

It's a metallurgical coal company that operates two mines in Alabama, and its shares are up for the year in a market that's way down.

Apocalypse Now (With a Serving of Chicken N' Turkey)

I think hell may have frozen over, given the little-reported news from Cracker Barrel. Let's look at this deal, and see how hot it gets in the kitchen.

The Door to the Market Seems Closed, but I Might 'OPEN' One

This should be a bargain hunter's paradise, but not so much in reality. Here's a stock, however, that stands out.

When It Comes to Volatility, 2022 Still Isn't 2008… Yet

The daily swings in the key index haven't been nearly as wild as they were 14 years ago, although most of the volatility back then came in the fourth quarter.

The Performance Difference Between Large and Small-Caps Should Concern Investors

The damaging psychological impact of the 2008-2009 period is still being felt by some to this day.

Coming off a Banner Year, With a Slowdown Ahead, Is This Stock Priced Right?

If nothing else, this is a potentially interesting story.

Nickels and Dimes: Finding Small Opportunities Amid the Chaos

One of the (small) silver linings of rising rates is that cash yields are rising.

This Value Investor Has Found a 'Dead Cow' to Feast On

I'm 'the bear' in this market and see value where others turn away.

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