Jonathan Heller

Real Money Contributor

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Jonathan Heller, CFA, is president of KEJ Financial Advisors, his fee-only financial planning company. Jon 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.

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Article

Owning Real Estate Is Part of Restaurants' Value

By Jonathan Heller

Great locations can be sold to raise cash or held just in case.

10:08AM 03/27/13

Article

Heller: Observations from the Ammo Line

By Jonathan Heller

Lock, stock and something to put in the barrel.

08:48AM 03/26/13

Article

Small Tech BITES May Make for Tasty Investment

By Jonathan Heller

Jon Heller introduces a small tracking portfolio, small tech names he has screened for deep value.

10:50AM 03/22/13

Article

A Mulligan for Callaway?

By Jonathan Heller

Does new leadership earn the golf club manufacturer a fresh look?

08:46AM 03/20/13

Article

Heller: Dig Deep for Next Crop of Cheapies

By Jonathan Heller

These five stocks trade below tangible book value.

08:37AM 03/19/13

Article

Surprising Results Buying Below Tangible Book

By Jonathan Heller

Value investor pleased with early returns.

09:34AM 03/15/13

Article

Cabela's Success Story a Lesson in Investing

By Jonathan Heller

Cabela's shares traded for less than $6 in 2009, and are now above $60.

09:42AM 03/13/13

Article

Fun and Fireworks at Annual Meetings

By Jonathan Heller

Will Biglari serve Cracker Barrel hors d'oeuvres?

09:44AM 03/12/13

Article

Talk of Gun Laws Spurs Irrational Exuberance

By Jonathan Heller

If tomorrow donuts become illegal, watch the run on Krispy Kreme tonight.

09:58AM 03/08/13

Article

Value Scarce in a Rally

By Jonathan Heller

It's just getting harder to uncover compelling value ideas.

09:25AM 03/06/13

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