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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

I'm Taking Another Swing at Buying Into a Pro Sports Company

As a special purpose acquisition company, RedBall Acquisition Corp. offers a new twist on investing in the business of sports.

Late Surge Turns This Portfolio of Ugly Stocks Into Very Lovable Losers

Thanks to big gains by Tupperware Brands and GameStop these dozen stocks that languished in 2019 collectively are now up nicely since the portfolio's inception.

GameStop's Deal With Microsoft, Carnival Stays Afloat

GME will be able to standardize business operations through MSFT's cloud-based solutions and expand its video game offerings.

Restaurant Stocks Reveal Industry's Feast-or-Famine State

The shares of several chains are doing surprisingly well while others are struggling as the pandemic puts restaurants' survival skills to the test.

Growth Knocked the Cover Off the Ball in Q3

Value will have its day once again.

Alphabet's Deal for Fitbit Moves a Step Closer

Also: Two new triple net candidates.

United Natural Foods Isn't as Fit as I'd Like to See

Shares of the debt-burden natural foods seller took a hit on Tuesday despite the company posting better-than-expected results on Monday.

Outlet Shops Provide Surprising Outlet for Cooped-up Shoppers

An outlet mall in Western Pennsylvania may be a sample of one, but it showed some encouraging retail activity amid the pandemic.

Previewing My 2021 Triple Net Active vs. Passive Portfolio

I am inclined to include only new names in the Active portfolio, unless there's a very compelling reason.

It Is Paying to Be Active Rather Than Passive With These Value Portfolios

With a month to go for these portfolios, the Active version is outperforming the Passive one, though both are crushing their Russell kindred.

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