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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

Searching for Joy (and Value) in SPACville

Three baseball-related SPACs have attractive potential, but when will they reward investors?

I Just Can't Get on Board Carnival Even After the Recent Drop in Its Stock

The cruise line operator still appears overvalued based on its huge share dilution and its iffy business prospects near term.

This Profitable Portfolio of 2020 Losers Is Losing Steam

The 2021 Tax Loss Selling Recovery Portfolio gave ground over the last month but continues to perform far better than the S&P 500.

Cato Corp Continues Its Comeback Run

This is a company that was considered all but dead like a lot of other retailers during the pandemic.

NL Industries Shines on a Bad Day for Value While Krispy Kreme Bounces Around

However, it's a mystery as to why the holding company enjoyed a 10% bump on Tuesday.

Krispy Kreme Is a Classic Case of Love the Brand, Don't Love the Stock

The 2021 version seems overpriced, has much to prove, and seems in the 'priced-for-perfection' category.

Let's Pull Out an Old Stock Screen to Discover a Few New Value Ideas

It is becoming hard to find individual value stocks that aren't bid up already, but here is a handful.

Carnival Doesn't Look Like It's Ready to Party as It Raises Red Flags

The cruise operator is burning through tons of cash and cautions that its third-quarter margins will be below normal due to restrained occupancy rates.

Krispy Kreme Fills In More Holes About Its Second Coming as a Public Company

The current version of the doughnut purveyor doesn't resemble the business that JAB Holdings acquired five years ago.

Piecing Together a Portfolio of Lovable Losers Could Be Tough This December

The early potential candidates for the next Tax Loss Selling Recovery Portfolio are few and far between.

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