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Trident Investment Reports

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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, 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 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


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 Confidential Quarterly Report April 2020 - Special Ed.

$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 Issue
  • How to approach the crisis from an investment viewpoint
  • What sectors and industries to avoid... and there's a lot of them!
  • What sectors, industries and companies will do well and why
  • Will the market fall further and how much?
  • Analysis of market valuation and earnings outlook for the rest of 2020
  • The two events that may send this market spiralling higher, almost as fast as it fell - Is it about to occur?
  • Comparisons with the Global Financial Crisis - why this may be worse, but recovery could be quicker - why?
  • Central banks are acting - why if this is a health crisis, not a financial one?
  • Do you start buying now or wait? 
  • If you do buy what's the safest way to approach it?
  • 5 All New Buys plus Buy Backs that are worth investing in and those that aren't
  • One stock we think may jump 100%+ in the next few months. Stunning opportunity the market has missed
  • 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 22 Stocks in Buying Range, which we recommend buying now
  • 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 17 Pages - Released 23rd March 2020


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Trident Investment Guide

$35.91 (ex. GST)
View Details

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 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)
View Details

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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Trident's Ultimate ASX Balanced Portfolio Report

$35.91 (ex. GST)
View Details

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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Members' Report - The Outlook for 2019 & Trident's Core Growth Portfolio

$25.00 (ex. GST)
View Details

Trident Confidential Quarterly Report April 2020 - Special Ed.

$63.18 (ex. GST)
View Details

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.