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. In 2005, he joined SEI Investments as director of investment communications within SEI's Investment Management Unit. Heller is founder of Cheap Stocks, a website dedicated to deep-value investing. He has been a contributor to TheStreet Real Money since 2011 providing trending market coverage and stock ideas. 

Heller 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 a value investor who, like Warren Buffett, follows Benjamin Graham’s investment principles. When he isn’t investing, you can find him playing the guitar, at the beach, or learning presidential history. 

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Recent Articles By The Author

Hey Fans, It's Time for the Final 4… Picks of My Active Value Portfolio, That Is

It may not be March Madness, but this quartet of value stocks still could draw a few interested spectators and speculators.

The First 4 Stock Picks for This Active Portfolio Could Be 'Controversial'

Let's unveil the first group of names I've selected for my 2022 Triple Net Active Portfolio.

You Could Say This Value Portfolio Experiment Was a Bust, and You'd Be Right

Most of the stocks that were part of the 2021 Triple Net Active vs. Passive Portfolio experiment were losers, with a few falling off a cliff.

Fodder Abounds for My Next Active Vs. Passive Value Portfolio Experiment

Dozens of stocks qualify, which you might expect given the market's rough year.

Winemakers See Their Stocks Continue to Be Stomped

The handful of wine producers that are publicly traded are in negative territory for the year, with one in particular suffering mightily.

For All You Value Stock Fishermen, 2 New Species to Catch

One is a maker of wood products and the other is a provider of business consulting services.

Volatility in 2022 vs. 2008: Both Compelling, Both Ridiculous

There's also that baseball-market connection yet again.

Not One, But Two of My Deep-Value Screens Are Targeting This Gun Maker

And that is no easy task based on the stringent criteria of one of the two screens.

Carnival Is Still a Long Way From Home

This is not yet your pre-pandemic cruise line. The trip for CCL stockholders won't be an easy one.

I've Dug Up This Coal Miner in My Search for Value Stocks

It's a metallurgical coal company that operates two mines in Alabama, and its shares are up for the year in a market that's way down.

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