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
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.
This Portfolio of Potentially Cheap Stocks Is Outperforming the Markets Early On
My tax loss selling recovery strategy is quietly getting the job done. Now let's see what earnings season brings.
Will 2023 Be Part of a Rare Market Streak?
The market debuts with a bang, ends with a whimper.
Active Takes an Early Lead on Passive in This Portfolio Experiment
Can a hand-selected group of stocks outperform and entire universe of 'triple nets'?
My Unusual (For Me) 2023 Stock Pick Has Quietly Become a Dividend Champion
The combination of rising dividends and simultaneous share buybacks can be powerful.
Not Hot Now: Krispy Kreme Has Been a Disaster for Investors
This could be a great story, but it will take some doing.
This 73-Year-Old Investment Strategy Is Still Working Today
In a lousy year for the market, these 'Benjamin Graham Defensive' stocks outperformed.
Should Old Acquaintance Be Forgot? In the Case of 2022, Absolutely!
It has been a rough year for investors no matter which way they turned.
Introducing the 2023 Double Net Value Portfolio, Led by Robinhood Markets
There are 45 stocks in this deep-value portfolio, which is nearly double the number in the 2022 edition of the portfolio.