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

A Smorgasbord of Beaten-Down Names Pops Higher… and Then There Is GameStop

GameStop was among several slumping smaller-caps that rebounded nicely on Tuesday, but the video game retailer was hammered after hours on a sales miss and elimination of its dividend.

The Needle Begins to Move Toward Fear

The case for dry power seems compelling at this point.

Here's My 2018 Tax Loss Selling Recovery Portfolio Update

Overall performance is still better than both the S&P 500 and Russell 2000, but the gaps have narrowed considerably.

A Restaurant Operator's Shares Bloom While a Timeshare Name Is Sold Off

Bloomin' Brands jumps on its addition to the S&P SmallCap 600 Index, but Bluegreen Vacations falls on the end of a marketing pact with Bass Pro Shops

Some of the Small Retail Players May Not Be Done Just Yet

There may still be opportunities to play off the markets' perception that the retail sector is dead.

These Food Stocks Are No Great Shakes

Biglari has railed at Cracker Barrel's very successful business, but its own Steak 'n Shake is not performing well.

There Are Big Changes to Accounting for Operating Leases

Investors that are balance sheet junkies (as I am) will need to be careful, and keep these changes in mind when performing calculations or reviewing data.

Double Net Value Portfolio Update for May

This is the first inception-to-date period that the portfolio has not outperformed its benchmarks.

2 Sporting Goods Stocks to Consider

Big 5 and Hibbett had an interesting day on Tuesday.

Better Than Expected Fossil Earnings Does Not Tell the Whole Story

FOSL still faces some big challenges as it attempts to 'right-size' itself.

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