1. Home
  2. Services
  3. Investment Reports

Trident Investment Reports

Please scroll down page to see actual Report Titles

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, PayPal or EFT. 

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. 

Please scroll down to see the reports available at present.

Trident Confidential Quarterly Report - January 2021

$63.18 (ex. GST)

The Trident Confidential Quarterly Report is a must for previous subscribers and new clients looking to begin a Global Growth Portfolio. 

Included in this report are:

  • Market Ramifications of the US Election Outcome
  • The Return of Globalism
  • The Pandemic has changed the world forever - How to adapt your Portfolio to suit
  • China Aggression - What it means for your Investments
  • Interest Rates - Will they ever rise and what it means for the stock market
  • The Outlook for 2021
  • The Major Themes for 2021 and Beyond
  • Market Valuation - Too High Too Fast or Is it Going Higher?
  • NEW - The World Has Gone to Hell Portfolio
  • Our Portfolio has Outperformed the market - We update our Buy Prices and Valuations
  • 6 NEW BUYS
  • 3 SELLS
  • We have 21 stocks to buy right now
  • Our New Broker - Deal on Brokerage
  • An update of every stock in our Growth Portfolio - Our Portfolio has beaten the market 3 to 1 over the long term - See which stocks outperformed and why you should buy them even now
  • Portfolio Tables for the Current Growth Portfolio
  • Our Favourite Buys and our Bargain Buys updated

The Full Report is 19 Pages - Released 11th January 2021


Trident Investment Guide

$35.91 (ex. GST)

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

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, tested and proven over many years and have helped many thousands of our clients over the years.

This report is based on the original Trident Confidential User's Guide, however it's been totally updated since then.

Approx. 48 Pages - Updated in 2019


Trident Ultimate ASX Balanced Portfolio - 2020 Edition

$35.91 (ex. GST)

Are you looking for a balanced portfolio for your Super fund? or perhaps a set and forget low risk portfolio?

After a specific request from a family member to provide this, we were given some strict criteria, which we followed. After much research we succeeded in putting something together to achieve these aims..

This is our 2020 edition of this portfolio update.

This report includes:

  • A list of investments - all of which had to be listed on the Australian Stock Exchange
  • A Full Review of the 2019 Report - The impact of the Covid-19 Crisis and market crash
  • Portfolio changes
  • The Portfolio summary which includes: Global Shares, Australian Shares, Global Property, Australian Property, Cash & Fixed Interest, Global Bonds, Australian Bonds and Alternatives
  • A Portfolio that suits a SMSF or "set and forget" type scenario with "lowish" levels of risk
  • The returns, which are a are a mix of income with decent capital growth
  • The specification that returns must EXCEED 8%pa long term:
  • and the managers of the investments are good quality with excellent long term records:
  • and the Portfolio must balanced and diversified across not only asset classes, but across sectors and industries
  • A very specific allocation to each asset class with equities of any type not exceeding 55% of the Portfolio - A true Balance and Well Diversified Portfolio
  • A stipulation that the investments are easy to buy and sell with liquidity in the market
  • Investments, which by and large, are low cost in terms of fees
  • No single investment exceeding 5% of the Portfolio - which includes at least 20 ASX listed Investments, which the Report details individual

During current market conditions, prices are down and it's an excellent time to invest in this portfolio

The Full Report is 14 Pages - Released 29th April 2020


Trident Income and Yield Report 2020

$35.91 (ex. GST)

The Trident Income & Yield Report - 2020

For Investors requiring a regular income to supplement their existing income or for self funded retirees (future and present) who need to boost their cashflow while keeping risk under control
Included in this report are:
  • New Recommendations - Contrarian picks for the Australian Portfolio
  • Updated information for our Australian and Global Portfolios including our performance in the last year
  • Ratings for each of our 22 stocks for Dividend Growth and Reliability, Underlying Investment Growth as well as Future Prospects
  • An exploration of Cash, Property, Bonds and Shares to work out the best options for a long term, reliable Portfolio of income producing assets
  • A guide to putting a diversified Income Portfolio together
  • The problems you'll face in 2020 - Climate Change Issues and how it can affect your Investment Goals
  • Recommended investments that have long track records of dividend reliability and growth to ensure a steady and growing cashflow to substantially outpace inflation and other asset classes
  • An explanation of Corporate and Government Bonds and how you can participate in what has normally been a sector for institutions and wholesale investors only
  • How to deal with recessions and market chaos

The Full Report is 23 Pages - Released 25 January 2020


Trident Confidential Quarterly Report October 2020

$63.18 (ex. GST)

The Trident Confidential Quarterly Report is a must for previous subscribers and new clients looking to begin a Global Growth Portfolio. 

Included in this report are:

  • Market Ramifications of Covid-19
  • The US Election and how it will effect your investments - Biden or Trump, What will Change?
  • Earnings Uncertainty and Why Investors are Bullish
  • The Interest Rates Paradigm and How it Changes Everything
  • The No. 1 Threat to your money right now
  • A Vaccine is probably on its way - Do you invest?
  • The Biggest "Change" we have seen in our lives - How do you Profit by it?
  • Our Predicted Correction Came After All - What Next?
  • Is The Market Overvalued? There are two ways to look at it.
  • Shorting the Market or Sectors - Inverse ETFs, are they worth it?
  • Our Portfolio has Outperformed the market - We update our Buy Prices and Valuations
  • 5 NEW BUYS
  • 2 SELLS
  • We have 23 stocks to buy right now
  • Our New Broker - Deal on Brokerage
  • An update of every stock in our Growth Portfolio - Our Portfolio has beaten the market 3 to 1 over the long term - See which stocks outperformed and why you should buy them even now
  • Portfolio Tables for the Current Growth Portfolio
  • Our Favourite Buys and our Bargain Buys updated

The Full Report is 16 Pages - Released 28th September 2020


Trident Confidential Quarterly Report July 2020

$63.18 (ex. GST)

The Trident Confidential Quarterly Report is a must for previous subscribers and new clients looking to begin a Global Growth Portfolio.

Included in this report are:

  • The Coronavirus Crisis Continues
  • We expect a market pullback - we tell you when you can expect it and how far it will go down and why?
  • What you should do when the market hits our expected bottom
  • Analysis of market valuation and earnings outlook for the rest of 2020
  • We also look at earnings for 2021 and 2022
  • Explanation of the crazy rising market - there is something a lot of investors have missed
  • A look at the Australian Market and how the Australian economy has a couple challenges unique to us
  • We have 12 stocks to buy right now
  • Updated list of what NOT to buy
  • Last issue we told you one stock could rise 100%+ and it was a must buy - Well, it's up 52% so far in 3 months!
  • Our New Broker - Deal on Brokerage
  • An update of every stock in our Growth Portfolio - Our Portfolio has beaten the market 3 to 1 over the long term - See which stocks outperformed and why you should buy them even now
  • Updated Buy up to Prices and Valuations
  • Portfolio Tables for the Current Growth Portfolio
  • Our Favourite Buys and our Bargain Buys updated

The Full Report is 14 Pages - Released 24th June 2020


How We Select Stocks

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.