Core Insights - U.S. equities have seen a decline in dominance, with valuation gaps narrowing from 54% above global peers at the end of 2024 to about 42% by mid-April 2025, indicating a potential shift in market leadership [2] - J.P. Morgan's forward-looking estimates suggest that developed international markets, including Canada, could outperform U.S. equities over the next decade, with projected annual returns of 8.1% for EAFE markets compared to 6.7% for the U.S. [3] - Canadian equities provide diversification benefits, reducing reliance on U.S. mega-cap stocks while offering exposure to various economic drivers such as commodities and energy [4] Canadian Stocks Overview - A list of 10 high-growth Canadian stocks has been compiled, focusing on companies with over 20% revenue growth in the past five years [5][7] - The methodology involved using the Finviz stock screener and analyzing hedge fund sentiment from Insider Monkey's database as of Q3 2025 [7][8] Draganfly Inc. (NASDAQ:DPRO) - Draganfly Inc. has achieved a 5-year revenue growth of 35.71% and has 6 hedge fund holders [9] - The company reported Q3 2025 revenue of $2.155 million, a 14.4% year-over-year increase, with strong demand in defense and public safety markets [10] - Draganfly is expanding its commercial footprint through partnerships and has integrated its drones with advanced detection systems for search-and-rescue missions [11][12] Cronos Group Inc. (NASDAQ:CRON) - Cronos Group has a 5-year revenue growth of 37.71% and is supported by 16 hedge fund holders [13] - The company reported consolidated net revenue of $36.3 million in Q3 2025, a 6% year-over-year increase, driven by the success of its Spinach brand [14] - Cronos maintains a strong balance sheet with no debt and approximately $824 million in cash and equivalents, positioning it well within the cannabis industry [13][15]

Group 1 - Realty Income Corporation (NYSE:O) is considered one of the best high growth stocks, with an average price target suggesting an upside of nearly 8%, and a Street high indicating a potential upside of 20% [1][3] - The company disclosed a £900 million unsecured term loan maturing in January 2028, which represents approximately 4% of its total debt of $29.04 billion as of Q3 2025 [2][3] - The loan will be utilized to repay outstanding debt on a $4.0 billion revolving credit facility and to pre-fund a January 2026 multi-currency term loan, which includes a £705 million sterling-denominated tranche [2] Group 2 - Realty Income Corporation announced a monthly dividend payout of $0.2695 per share, scheduled for distribution on December 15 to shareholders recorded by November 28 [4] - The company is part of the S&P 500 and the Dividend Aristocrats, focusing on delivering reliable monthly dividends from long-term net leases on nearly 15,500 properties globally [4]

Market Outlook - The job market in America is a key factor for stock performance, with expectations that stocks will continue to rise as long as it remains stable [1] Investment Strategy - The investment strategy includes a significant allocation to gold, cash, and high-growth stocks, indicating a diversified approach [2][6] - Gold is viewed as a long-term cyclical asset, with recent macroeconomic factors such as declining Fed rates and geopolitical issues contributing to its value [3][4] Asset Correlation - Bitcoin and cryptocurrencies are not seen as replacements for gold, as they have different market behaviors and correlations, particularly with tech stocks [5][6] Key Holdings - Palantir is highlighted as a major holding, with strong revenue and earnings growth, despite its high valuation [7] - Meta has experienced volatility but remains a long-term investment, with recent stock weakness viewed as an opportunity to buy more shares [8][11] - Texas Pacific Land (TPL) is noted as a smaller but significant holding, operating as a royalty and landowner company primarily benefiting from oil and gas production [12][14]