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The Kaiser Blog is a free commentary written by John Kaiser of Kaiser Research Online to entertain a general audience,educate it on how to extract value from the fee based KRO membership, and provide a broader understanding of the resource sector. KRO is a research portal specializing in Canadian stock exchange listed resource sector companies, some of which are also the subject of recommendations in the form of "bottom-fish" or "spec value hunter" picks. Our business model is to provide time saving tools to sector executives, managers of other people's money, and sophisticated investors, and to provide shortcuts to investors seeking speculative ideas based on story fundamentals rather than market technicals. Revenues are derived exclusively from KRO member fees; site sponsorships and other arrangements of an advertising nature do not exist.
KRO is used by members to conduct their own research using our search engine and company profiles, and to access detailed commentaries on recommendations. The Kaiser Blog's content is free because it is peripheral to the value provided by a KRO membership. Anything that qualifies as educational, of a personal interest nature, informative, or editorial belongs in the Kaiser Blog where KRO members can read it at their leisure.
Our KRO membership includes a subculture of "bottom-fishers" for whom we periodically issue a "bottom-fish edition" when we feel a market bottom has developed. We add bottom-fish picks while the edition remains open, but when we feel a bottom-fish cycle has run its course, we will close out the bottom-fish edition and not issue a new one until we feel a market bottom has arrived. However, our search engine allows KRO members to engage in year-round bottom-fishing whether or not we have an open bottom-fish edition.
Because a bottom-fish edition may have more than a hundred companies, many of them illiquid stocks with early stage or yet to be determined stories, we generally do not provide in-depth coverage of bottom-fish picks. We assume that KRO members who like bottom-fishing are sophisticated enough to design their own buying and selling strategy within the context of the bottom-fishing concept. The Kaiser Blog does include thematic comments which help bottom-fishers refine their strategies, though forgive us if we are sometimes coy about a stock's identity in deference to our bottom-fishing KRO members. When a bottom-fish pick meets certain criteria and we wish to cover it in greater detail, we will turn it into a Spec Value Hunter recommendation.
Search engine users and bottom-fishers benefit from KRO whether or not we publish comments, but the KRO membership also includes a core group of sophisticated speculators looking for well articulated resource sector junior ideas which we present as Spec Value Hunter picks. We provide detailed coverage of our Spec Value Hunter picks which are limited to several dozen companies; each comment is exclusive to KRO members for 3 months from publication. Comments relevant to Spec Value Hunter picks first show up in the KRO Daily Research Report, and get posted as an individual comment at the end of the week.
Some Kaiser Blog comments are search engine tips on how to craft a set of search parameters for a particular model of what might be a good stock. The search link itself only works for logged on KRO members; older Kaiser Blog comments of this nature are thus of interest to new trial members. Because the underlying data changes continuously, clicking on the search link months or years after the blog's publication could generate surprising results never seen before.
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