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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

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?

I'm Warming to Weber After Rival Traeger's Post-Earnings Grilling

The grill maker's stock is near its IPO price, and the high level of short interest in Weber is an attention-getter.

Green Bay Packers and Black Rifle Coffee: Pass or Run With These Stocks?

A stock sale by the Green Bay Packers and plans to take the coffee company public are interesting but are they attractive for this value investor?.

I'm Ready to Move on From Fossil Group

As a 'dumpster diver', I never expect to capture all of the upside.

Krispy Kreme Shares Still Aren't Sweet Enough for My Value Tastes

The stock of the doughnut purveyor continues to look pricey, especially at a time of rising commodity costs.

Cato Corp Has Been a Value Investor's Dream

It's difficult to think of a more competitive and potentially worse business than fashion retail, but CATO is profitable.

Here's a Burger Chain Now Into Pizza and a Gas Station REIT Filling Its Tank

BurgerFi International has bought a pizza-and-wings business and Getty Realty is adding locations while raising its dividend.

Bloomin' Brands Outlook Shows Bloom May Be Off the Restaurant Rose

The company behind Outback Steakhouse foresees significantly higher commodity costs ahead, which is fast becoming a theme among eateries.

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