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

My Focus Now Is on Fashion Retailer Cato

I expect that we may hear more about the dividend when the company reports Q4 results which should be very soon.

2021 Double Net Value Portfolio - Solid Performance With One Quarter Down

Perhaps for the first time since I've been doing this annual experiment, all names are in positive territory.

Fossil's Stock Takes a Drubbing, and Here's Why

The shares have been on quite a tear recently, up 400% since early August, and have been extremely volatile.

Stock Action Is Growing Down on the Farm

It doesn't hurt that Bill Gates has been buying up acres of farmland, though not all owners of agricultural land are seeing their shares do great.

My Tax Loss Selling Recovery Portfolio Is Impressive So Far

But we're still in the early innings.

Smallville Report: NL Industries Dividend, Daktronics Solid Run, Biglari Shares

This has recently been a pretty exciting place to be.

Hits and Misses From the Early Days of What Would Become the Pandemic

Booking a cruise a year ago wasn't a great idea, but buying a discounted small-cap fund was; so was buying physical silver.

The Ongoing Hunt for Deep-Value Stocks Turns Up 3 Candidates

American Outdoor Brands, Fonar Corp. and Suralign Holdings present value investing opportunities.

What's Driving NL Industries Stock Higher?

NL currently garners no analyst coverage, which is one of the reasons that you've likely never heard of the company.

The Sagas of a Cruise Operator and a Burger Joint Continue

Carnival Corp. continues to sell debt and equity as it works to stay afloat, while Steak n Shake deals with problems of its own.

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