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Top Beats Sheet (07.25.2025)

This week has been all about the heavyweights - and yesterday proved why we’ve been watching this stretch of earnings season so closely.

The Beat Report
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When it comes to Canada, it's not about tariffs or political headlines making the rounds these days.

The real focus is the Canadian Dollar.

...
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From the Desk of Alfonso De Pablos @AlfCharts

Welcome to The 2 to 100 Club.

In this scan, we look to identify the strongest growth stocks as they climb the market-cap ladder...

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In today’s Daily Digest, we’ll review the following:

  1. No new positions today.
  2. Adjustment to GLD position.
  3. No exits since the last report.
  4. Current status of open campaigns....
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Pleasant Lake Partners LLC made a notable move in 1-800-FLOWERS.COM $FLWS. The investment manager acquired 724,700 FLWS shares, a purchase worth approximately $5.7 million.

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New research report on Erie makes the eerie comparisons.

Not yet a paid subscriber to Herb on the Street and my Red Flag Alerts? Join the growing club, now in the hundreds, who want to avoid the biggest mistake investors make. You can find out more...

Herb Greenberg's Red Flag Alerts
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We've discussed this all year. What's the catalyst to send stocks and other risk assets ripping in the first half of the year?

It's the U.S. Dollar. 

I continue to be impressed with just how resilient stocks have been, despite the...

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It’s been a wild ride for crypto these past few months.

The post-election rally was one for the record books.

But the same is true for the steep and swift drawdowns that have ensued.

The...

The Strazza Letter
Strazza

When it comes to Canada, it's not about tariffs or political headlines making the rounds these days.

The real focus is the Canadian Dollar.

...
Alfonso’s Daily Note
Alfonso

Today we're switching up our regular broadcasting and taking our ETF Power Rankings to the stocks of the Dow 30.

The beauty of these rankings is that they can applied to any universe of our choosing - today we're doing the Dow 30.

📊...
ETF Power Rankings

Suppose you're watching the evening cable news, reading the New York Times (or newspaper of your choice), or paying attention to your echo chamber on the socials. You'd be right to assume all the economies of the world (both friends and enemies of the...

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From the Desk of Steve Strazza @Sstrazza

When investing in the stock market, we always want to approach it as "a market of stocks."

Regardless of the environment, there are always stocks showing...

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In today’s Daily Digest, we’ll review the following:

  1. New position in XLI.
  2. No adjustments are needed today.
  3. No exits since the last report.
  4. Current status of open campaigns...
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Every year, without exception, there's always a new headline, a fresh "fear," or just another reason to sell.

Whether it's a new geopolitical tension, economic concerns,...

Alfonso’s Daily Note
Alfonso
📊 Daily ETF Overview 

Large Cap Growth $IWF remains on the top of the rankings for U.S. indices.

Right beneath it are growth-adjacent ETFs, like the Nasdaq 100 $QQQ, Mega Caps $MGC, and the S&P 500 $SPY.

The high...

ETF Power Rankings

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