Key Investment Insights
Investors are considering five “monster” stocks for long-term portfolios: Palantir Technologies (NASDAQ: PLTR), with a three-year average annual gain of 165% and a 385% increase over the past year; DoorDash (NASDAQ: DASH), which reported 761 million total orders in Q2, a 20% year-over-year growth; Nvidia (NASDAQ: NVDA), achieving a five-year annual gain of 71% and participating in the AI boom; Altria Group (NYSE: MO), up 37% over the past year and offering a 6.1% dividend yield; and Taiwan Semiconductor Manufacturing (NYSE: TSM), holding a 67.6% market share in chip manufacturing.
Palantir’s valuation is currently considered high, and although DoorDash boasts impressive growth metrics, it has a price-to-sales ratio of 9.3, compared to its five-year average of 4.2. Nvidia’s forward P/E ratio stands at 39, aligning with its growth, while Altria’s dividend has increased from $2.17 in 2015 to $4.08 per share recently. Taiwan Semiconductor anticipates doubling its AI accelerator revenue this year amid potential regulatory challenges.
