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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

Carnival May Set Sail Again Soon, but Its Valuation Still Doesn't Float My Boat

It is hard to justify the current price of the cruise line operator based on big increases in its debt and shares outstanding.

Under the Radar: Reading International and Keweenaw Land Association

Value investors take note of these stocks.

Agribusiness Name Alico Grows Its Dividend in a Big Way

The owner of citrus and ranch land has boosted its payout to shareholders once again as it sells off some of its assets.

This Portfolio Is Up 27% After Seven Months: So Why Am I Disappointed?

Fifteen of the 18 names in my 2021 Double Net Value Portfolio are in positive territory.

My Annual Experimental Tax Loss Recovery Portfolio Continues to Show Gains

Over time the portfolio has provided some fairly solid results, and so far, so good with this year's version.

Investors Acquire a Taste for Smaller Restaurant Names Over the Big Boys

Even companies that haven't performed particularly well on an operating basis are registering fat stock gains so far in 2021.

Will Brick and Mortar Stores Take Back What They Lost in Revenue?

There's no doubt that retail is facing challenges.

In This Portfolio, Active Investing Is Beating a Passive Approach

My belief is that within this deep value pond, an active approach will win out.

Hole-y Cow, Krispy Kreme Is Going Public Again

JAB Holding, which took the doughnut purveyor private five years ago, plans to list the shares under the symbol DNUT.

Tootsie Roll Shows the Downside of a Family-Controlled Publicly Traded Firm

I still believe TR would command a solid premium in an acquisition, but I'm not holding my breath.

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