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

Weber's Skewered Share Price Reaches a Level Where I Take a Bite

The grill maker's stock is down plenty from its peak and is well under its initial offering price of August.

The Final 4 Bedraggled Stocks for My 2022 Tax Loss Selling Recovery Portfolio

This quartet has had a rough 2021 but could be in for a rebound next year once investors harvest their losses in the shares.

The First 4 Unloved Losers for My 2022 Tax Loss Selling Recovery Portfolio

This quartet of stocks has had a rough go of it in 2021 but could rebound in the coming year.

Finding Losers That Make for Rebound Candidates in '22 Is Tough, But I'm Trying

Putting together the 2022 Tax Loss Selling Recovery Portfolio is proving to be a challenge, so it may be necessary to alter the criteria a bit.

Scrounging Through the Small-Cap Dumpster and Finding 3 Potential Value Plays

BurgerFi International, PetMed Express and Big 5 Sporting Goods aren't without warts but could be bargains.

New Variant Fears Ground Cruise Stocks While Inflation Does Little for Silver

Shares of cruise line operators were hammered last Friday while precious metals languish despite inflation worries.

Bet You a Buck, Dollar Tree Raising Prices Shows Inflation Is Sticking Around

The move by the discount store to price items at $1.25 instead of just a dollar may be a harbinger of things to come in retail.

Cruise Operator Carnival Remains Far From a First-Class Investment

The company's massive debt and significant share dilution plus its uncertain prospects continue to make it unattractive to this value investor.

Small and Micro-Cap Value Names Are Leading the Way in 2021

The question is whether large-cap value will be able to begin doing the same.

Under-the-Radar Cato Exemplifies What Makes Pursuing Cheap Stocks So Interesting

Is CEO John Cato being cautious on Q4, or will this will be an ugly retail season?

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