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We offer a variety of Reports to target the information you require.

Investment Reports:

We offer targeted stocks for the period or sector mentioned. Our 30+ years of experience in this area has produced superior results for our clients. We have developed our own proprietary stock selection method as described below.

We tell you when to buy, how much to pay, what we think the stock will achieve and most importantly when to sell to make a profit. Our aim is to provide you with good quality stocks to invest in.

What Do The Reports Contain?

This service provides detailed reports as well as commentary, general and specific, on stocks we think should be invested in at the time of publication. The emphasis is on Long Term investing for both Growth and Yield, and we are still applying the same criteria for selection. See article below on how we select stocks.

We focus on Australian and Global stocks and picking the best opportunities for the long term and seeking out sectors where we think the market has mispriced shares due to short-term factors. For example in 2016, Healthcare stocks were beaten down, although the long term potential was and still is fabulous. Sometimes the market can get it wrong and we see this as an opportunity for a long-term investor to buy stocks when they are cheap. 

We will be seeking out new opportunities, as well as revisiting old ones in our new reports when we think the timing is right, both here and internationally. For example, if the market has a downturn or we think it’s set to take off, we will email you with a new report with what we believe are the best opportunities for profit potential at that time.

The reports may contain anywhere from 3 or up to 15 stocks we feel are investible at the present time and the reports will be priced individually for purchase. You will be able to pick and choose which reports you want based on the content material, as we’ll be explaining in advance what the report covers and what’s included. This will mean you’ll only get the information you need or want at the time.

How Are They Delivered?

The reports are sent as PDF attachments for you to download. They will have a time sensitive link on them, so you need to download them immediately and save them to your computer and a back up as well, as they cannot be replaced if your computer crashes. They will be password protected and the password will be sent in the email with the download. They are also uniquely stamped to protect our intellectual property so they cannot be shared. 

Payment Options

The new site accepts payment via credit card, EFT or cheque/money order. 

Please note: if you use EFT, your order will not be fulfilled until we receive the funds into our account, which can take up to 3 business days. If you send a cheque or money order, note Australia Post now takes 7 or more business days to deliver, so your order will be delayed until we receive your funds.

Please scroll down to see the reports available at present.

$35.91 (ex. GST)

The 10 Growth Stocks to Own for 2018

Features:

10 international companies covering a wide range of industries such as Software, Consumer Products, Defence, Analytics, Data, Aerospace, Medical, Pharmaceuticals, Biotechnology and Internet Services.

Some are household names that you will know, some you have probably never heard of.  These companies make excellent additions for more growth potential and diversification. Based on forward earnings and average valuations, we expect these companies could increase over 22% on average over the next year or so.

Also included is a commentary on the current market situation as well as our market valuation estimates for 2018 and 2019 and the factors and risks that may come into play.

All 10 companies included have full research reports included to help you make your own assessment. 

39 Pages

Released 21 August 2017


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$26.82 (ex. GST)

The Trident Australian Stocks Portfolio Report - 2017

The Trident Australian Stocks Portfolio Report - 2017  provides detailed investment reports for 12 ASX listed Australian companies that we expect will outperform in 2017. Also included is a 4 page rundown on the state of the Australian economy and why we think our picks make sense in 2017.
They feature:
1. Good growth within the domestic Australian market.
2. Top management that ensures the growth is also in earnings, not just revenue.
3. Potential for increasing export markets
4. Currently, having a reasonable share price valuation when growth is considered. In other words, Growth at a Reasonable Price.
5. Are unlikely to be compromised by a change of federal government.
6. Somewhat immune to overseas competition.
7. Have the support of favourable demographics.
9. Good balance sheet as well as strong cash flows.
Our report includes mainly small to medium cap stocks, and do not include the "usual" broker recommendations such as the big banks, Telstra, Woolies, Wesfarmers and the like, but instead concentrates on growing smaller companies with good growth potential for not only 2017,  but the long term as well. Several pay excellent dividends, but also combine this with growth.
Approx. 43 Pages


$35.91 (ex. GST)

The Outlook for 2017 & 15 Stocks You Should be Holding

(ebook - Delivered by download)

This report gives our comprehensive view on how we see the stock market performing and where we see the opportunities and the risks for this year. We also discover the investment themes and how they'll pan out in Australia and the US.

We then reveal the 15 Companies we think you should have shares in to take advantage of the opportunities we believe will be presented in 2017.

For example:

Company 1. Is expected to grow its earnings by 35%pa for the next 5 years and sales are growing at a similar rate. It has zero debt and billions in the bank for share repurchases or acquisitions. Profit margins are huge at over 30% after tax and free cash flow from this "unusual" business is almost $9B a year. A must have for any portfolio. Some analysts are predicting this company to double or more in value in just a few short years.

Company 2. This company started life as an Asian start up before turning into a technology monster, however most investors have never heard of it. The chances are you do own some of their products, you just don't realise it because they are hidden in your mobile or other devices. The company's sales are expected to grow at 120%+ March 2017 quarter and long term profits are expected to exceed 15%pa, yet is priced at only 11 times forward earnings. A real opportunity.

Company 3. This financial powerhouse has had some time tough times, but things are changing and analysts are expecting profits to surge by 20%pa for the next 5 years, yet is only trading at 13 times forward earnings and has blown recent earnings estimates out of the water by over 25% each time it's reported. What financial institution makes 20% profit margin after tax? This one does.

We then have a further 12 Core Portfolio recommendations just as impressive as these for you to consider for 2017. 

Each stock we recommend has a comprehensive analysis report giving you the latest data, information, reasons to buy, how to buy, the risks, valuation and Trident's Price Appreciation Potential. We also tell you what price to pay and when we think you should sell.

Approx. 55 Pages

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$35.91 (ex. GST)

The "How To" of investing in shares & applying the Trident Strategies for Buying, Selling & Protecting your Portfolio

(ebook - Delivered by download)

The Trident Investment Guide provides investors with a step-by-step process of how to apply Trident's Buying, Selling and Protection strategies to your portfolio. These strategies help investors maximise their returns and protect their portfolios. Professional investors have "tricks" that they apply to buying that ensures they get the shares they want and at the right price, even when markets are soaring - these little tricks are revealed. Professional investors also know when it's time to sell by setting a couple of strategies in place - again these are revealed and exactly how to apply them. These strategies have been tried and proven over many years and have helped thousands of our clients over the years.

This report is based on the Trident Confidential User's Guide, however it's been updated for 2017.

Approx. 51 Pages

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The Trident Investment Selection System

We spend hundreds of hours tracking down the best investments available in the world, based on the economic opportunities presented at that given point in time we are recommending them.

Initially, Trident uses a “Top-Down Thematic” investment approach where the manager identifies economic, social, industrial, demographic and technological trends (“themes”), which it believes will enable out performance by investing in sectors and industries in the early stages of investor interest. 
 
Once these trends have been identified through research and expertise, Trident uses a long-term “bottom-up” approach to assess individual equity investments within the identified “investment themes”."Bottom-up" stock picking involves assessing the fundamentals of a business as how a particular company will perform over a given period.
 
Our selection process, the proprietary Trident Investment Selection System applies a series of fundamental and subjective criteria to each potential investment prior to the investment being added to the fund.
 
For example, we are examining companies that have the following criteria:
 

1. Positive Earnings Revisions. I like to see stocks that have had their earnings estimates increased by Wall Street analysts. This usually tips us off to a stock that’s about to “beat earnings.”

2. Positive Earnings Surprises. Speaking of beating earnings, I also look to see if a stock has been able to beat its earnings estimates, and by how much. This is an important number to watch because it often tells me about a stock that Wall Street isn’t paying much attention to or doesn’t yet “get.”

3. Increasing Sales. I also like to see a company that can grow its sales over time. Why? Because it’s one number that is hard to fake. My background is in accounting, and I’ve always made sure to steer away from companies that use questionable accounting practices. Sales growth is a solid indicator.

4. Expanding Operating Margins. This simply tells me if earnings are growing faster than sales. A company that’s able to expand its operating margins is usually a company that has a dominant position in its industry. This company can raise prices without seeing a drop-off in sales. That’s a nice place to be.

5. Free Cash Flow. This tells me how much money a company has left over after paying for the costs of its business. Having a strong cash flow is important because it allows a company to invest more resources in growing its business.

6. Earnings Growth. This is at the heart of all good financial analysis, and I rely on it as well. As long as any company is able to grow its earnings consistently, its stock will do well.

7. Positive Earnings Momentum. It’s not enough for me to see a company's earnings growth—I also want to see its rate of growth increase.

8. Return on Equity, or ROE. This is the gold standard. ROE tells me how efficiently a company is managing its resources. I can’t interview every senior manager at a company, so I like to think of ROE as a report card for management.

9. Price Appreciation Potential. We examine how under valued a stock is and look at the potential price appreciation based on it’s present events, industry valuations and Price to Book (PB Ratio) valuations. We target companies that have “above the norm” potential to gain in price short to medium term.

In addition, we examine:

  • Return on Assets
  • Dividend Yield
  • Growth of Dividends
  • Industry Trends
  • Industry Strength
  • Management Skill and Stability
  • "Insider" and management ownership of shares
  • Institutional Support
  • Business Model and Products
  • The Company's Position in the market and competitors
  • Price to Earnings Ratio
  • Sales Growth
  • Earnings Surprises
  • Debt
  • Balance Sheet Health
  • Recent Acquisitions
  • Export Markets
  • Recent Share Price Movement
  • Plus a few other "barometers"

Once this is all done and we are convinced that we can achieve out-performance over a specified period, we will invest.

In the end, it is what our valued clients say about us, that is the most important indicator of performance.