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. 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. 

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Recent Articles By The Author

2 Shining Stars Are Keeping This Portfolio of 2022 Losers From Drowning

Let's take a close look at my 2023 Tax Loss Selling Recovery Portfolio.

2 Small Restaurant Stocks Have Big Days and Are Killing It in 2023

One is a sushi restaurant chain and the other is a sandwich shop operator.

Growth Is Pummeling Value, and the Smaller the Value Cap, the Bigger the Beating

Unlike last year, growth stocks are trouncing value stocks so far in 2023.

Don't Put the Cart Before the Horse With Kroger, Albertsons Deal

Let's revisit this merger plan between these grocery giants.

Shhh... My Top Stock Pick for 2023 Is Quietly Getting the Job Done

The year did not start off so great, however.

I Trust This Silver Trust as the 'Poor Man's Gold' Starts Shining Again

The closed-end Sprott Physical Silver Trust is one way to gain exposure to the silver market.

Carnival Beats Expectations, but Its Stock Still Doesn't Merit a Party

The cruise line operator's massive debt and stock dilution remain stumbling blocks for this value investor.

Movado Shows Now Isn't the Time to Issue Disappointing Guidance

The watchmaker saw its shares hammered on its outlook, which is a cautionary tale for other stocks.

Restaurant Stock Rally Continues, But It's Not What You Think

Just check out your local restaurants and drive-throughs.

Cash Is King, and These 3 Stocks Look Pretty Royal

Let's check out stocks that hold large levels of liquidity and why they should be on your radar now.

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