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. In 2005, he joined SEI Investments as director of investment communications within SEI's Investment Management Unit. Heller is founder of Cheap Stocks, a website dedicated to deep-value investing. He has been a contributor to TheStreet Real Money since 2011 providing trending market coverage and stock ideas.
Heller 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 a value investor who, like Warren Buffett, follows Benjamin Graham’s investment principles. When he isn’t investing, you can find him playing the guitar, at the beach, or learning presidential history.
Recent Articles By The Author
If You're a Fan of Volatility, You've Got to Like How 2023 Is Starting
The percentage of volatile trading days so far this year is exceeding the pace of 2022, though the magnitude of volatility has been on a lighter side so far.
So Far My Tax-Loss Selling Recovery Strategy Is Paying Off Big-Time
Here's how I'm making out on these names that were down at the end of last year.
McDonald's Solid Quarter Hijacked by Trouble on the Horizon
When the largest restaurant chain -- and 'Big Five' name -- talks you take notice.
Restaurant Stocks Are Serving Up Hot Returns After Crummy 2022
A basket of restaurant issues handily is outperforming the broader market so far in 2023.
Even Some Out of Fashion Names Are Now Back in Style
Sure, we're only one month in to 2023, but so far these stocks are starting the new year with a bang.
I Like Albertsons Even if Its Merger With Kroger Doesn't Go Through
Albertsons produces solid earnings and a nice dividend, so what's not to like if it stays independent?
This Deep-Value Portfolio Is Outperforming Its Index Peers
Nearly all the stocks in the 2023 Double Net Value Portfolio are in positive territory a month after its inception.
Nelson Peltz Takes Aim at a Big Mouse
The activist investor's past dealings with Wendy's, Kraft and P&G make this a fascinating new one to watch.
A Value Investor Takes on Tesla
The electric vehicle maker suddenly may be out of favor, but it's generating solid profits. Is it a good investment for the long haul?
Cal-Maine Prospers From the Eggscruciating Rise in Egg Prices, but for How Long?
Would-be investors in the egg giant's stock need to be aware that its earnings and dividend payouts likely will shrink once egg prices come back to earth.