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 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 controlIncluded 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
- We rate each of our 22 stocks for Dividend Growth and Reliability, Underlying Investment Growth as well as Future Prospects
- We explore Cash, Property, Bonds and Shares to work out the best options for a long term, reliable Portfolio of income producing assets
- Putting a diversified Income Portfolio together
- The problems you'll face in 2020 - Climate Change Issues and how it can affect your Investment Goals
- The investments recommended have long track records of dividend reliability and growth to ensure a steady and growing cashflow to substantially outpace inflation and other asset classes
- Corporate and Government Bonds explained and how you can participate in what has normally been a sector for institutions and wholesale investors only
- Dealing with recessions and market chaos
The Full Report is 23 Pages - Released 25 January 2020
Trident Confidential January 2020 Quarterly Report
$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 Outlook for 2020 - The threats to the market in 2020 in Europe, The US and Australia. The opportunities for 2020 and what sectors will do well.
- Climate Change Investing
- Market Valuation for 2020 and 2021 - Have we come too far? Or is there an opportunity?
- Our New Broker - Deal on Brokerage
- Our Growth Portfolio average return is now over 103%
- An update of every stock in our Growth Portfolio - Our Portfolio has beaten the market 3 to 1 - See which stocks outperformed and why you should buy them even now - There are 19 Stocks in Buying Range, which we recommend buying now
- New Buy and Research Report - This could be a huge stock for 2020 and beyond
- Sells for our portfolio
- 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 27 Pages - Released 5th January 2020
Trident Confidential October 2019 Quarterly Report - Special Discount Edition
$45.00 (ex. GST)
The Trident Confidential Quarterly Report is a must for previous subscribers and new clients looking to begin a Global Growth Portfolio. Reduced by $20 for a Limited Time
Included in this report are:
- The Rocky Third Quarter is Over - What Next?
- Threats to this market Remain - However, do you really need to worry?
- Negative Interest Rates - Really?
- Our New Broker - Deal on Brokerage
- An update of every stock in our Growth Portfolio - Our Portfolio has beaten the market 3 to 1 - See which stocks outperformed and why you should buy them even now - There are 20 Stocks in Buying Range, which we recommend buying now
- 3 New Buys and Research Reports
- 2 Sells for our portfolio including a "core" stock that has to go due to the coming US Election in 2020
- 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 26 Pages - Released 1st October 2019
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Trident's Ultimate ASX Balanced Portfolio Report
$35.91 (ex. GST)
Trident's Ultimate ASX Balanced Portfolio Report.
The brief from a family member was they wanted:
- All investments had to be listed on the Australian Stock Exchange
- The Portfolio had to include: Global Shares, Australian Shares, Global Property, Australian Property, Cash, Fixed Interest, Global Bonds, Australian Bonds and Alternatives
- The Portfolio had to suit a SMSF or "set and forget" type scenario with "lowish" levels of risk
- The returns could be a mix of income with decent capital growth
- Returns must EXCEED 8%pa long term
- The managers of the investments must be good quality with excellent long term records
- The Portfolio must be 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
- The investments had to be easy to buy and sell so required good liquidity in the market
- The investments, by and large, had to be low cost in terms of fees
- No single investment could exceed 5% of the Portfolio - so we needed at least 20 ASX listed Investments, which the Report details individually
How hard could it be? It turned out there were some challenges in "ticking all the boxes", but we did it! This is a Portfolio I'll be applying to my own SMSF and recommending to close friends. Yes, we exceeded the 8%pa requirement by a reasonable margin even with high percentages of Cash, Bonds and Fixed Interest (35% allocation).
The Full Report is 12 Pages - Released 1st May 2019
We envisage an annual review report being produced. We recommend you use our Stop Loss rules as explained in the Trident Investment Guide.
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Trident's Income & Yield Report 2019
$31.36 (ex. GST)
The Trident Income & Yield Report - 2019
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:
- 24 New Recommendations - An Australian Portfolio and a Global Portfolio
- We rate each investment for Dividend Growth and Reliability, Underlying Investment Growth as well as Future Prospects
- We explore Cash, Property, Bonds and Shares to work out the best options for a long term, reliable Portfolio of income producing assets
- The problems you'll face in 2019 - Possible law changes, taxation and political risk with an election looming in 2019
- The investments recommended have long track records of dividend reliability and growth to ensure a steady and growing cashflow to substantially outpace inflation and other asset classes
- Corporate and Government Bonds explained and how you can participate in what has normally been a sector for institutions and wholesale investors only
- Dealing with recessions and market chaos
The Full Report is 15 Pages - Released 31st January 2019
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The Bargain Hunter's Report - 12 Stocks for the Cautious Investor - Special Release
$35.91 (ex. GST)
The Trident Bargain Hunter's Portfolio Report - 12 Stocks for the Cautious Investor
Included in this report are:
- Full research reports on 12 Bargain/Value stocks suitable for most investors - these stocks rarely have cheaper valuations so acting now may be very profitable. The stocks included are International stocks.
- The October 2018 Volatility and Correction explained and what to do now
- The real reasons for the pullback
- Why investors may be making a mistake by panic selling now
- When we recommend buying and when we expect the volatility to end and our cautious approach explained
- Next steps to make sure you come through the Volatility in good shape
The Full Report is 47 Pages - Released 28th October 2018
Please check your email address is correct before finalising your order. The system does not pick up errors and you will not receive your report. Mistakes may cost you days of delay.
The 10 Powerhouse Stocks to Buy for the Next Decade - Special Release
$35.91 (ex. GST)
The 10 Powerhouse Stocks to Buy for the Next Decade
Released August 2018
Ten years from now the best stocks to have owned will probably be companies that you may not have heard of as yet, or maybe you've heard of them, but don't really know what they do. These stocks are the technology driven innovative companies that could be the Apples, Microsofts and the Googles of the future. There are some incredibly innovative companies out there and they have been regularly beating analyst estimates each quarter and growing very quickly - all pretty much "under the radar" and we have selected 10 for this report.
We believe these 10 fabulous companies will be market beaters over the next decade. This is an excellent supplementation to Trident Confidential Portfolio stocks, if you are looking to expand your portfolio.
Features:
10 international companies covering a wide range of industries such as Aerospace, Software, Artificial Intelligence, Investment, Cloud Computing, Medical Science, Food Safety and Information Technology.
These companies have have been producing outstanding results in recent times and have plenty of long term growth potential still to come as they expand their services and products. In a decade from now, could these be the stocks you "should have invested in?"
All 10 companies have full research reports included.
63 Pages
Released 14 August 2018
Trident Investment Guide
$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 totally updated.
Approx. 48 Pages - Updated for 2019
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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.
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.