5 Companies I Like From Robinhood's 100 Most Popular Stocks List
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5 Companies I Like From Robinhood's 100 Most Popular Stocks List

profileSudhan P
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With an average user age of only 31, Robinhood is a commission-free investing app popular among the millennials.

The popular broker (which is not available in Singapore) has its fair share of bad rap.

Some beginner investors are lured into Robinhood’s “gamified” features such as falling confetti, sounds accompanying each trade, and emoji-filled phone notifications.

Robinhood users are also known for chasing after speculative stocks, as seen from its 100 Most Popular Stocks list.

This list shows 100 of its most-held stocks on the Robinhood platform.

However, not all stocks on the list are speculative or highly risky.

Here are five stocks that I like, and they could be worth researching further for your own stock portfolio.


Robinhood’s 100 Most Popular Stocks

Before we explore the specific stocks, let’s look at the full list of Robinhood’s 100 Most Popular stocks (sorted according to market capitalisation):

NameSymbolPriceMarket Cap
AppleAAPLUS$129.222.20T
MicrosoftMSFTUS$214.901.62T
AmazonAMZNUS$3,136.001.56T
Alphabet Class AGOOGLUS$1,737.431.16T
TeslaTSLAUS$851.99810.00B
FacebookFBUS$251.30718.31B
AlibabaBABAUS$226.93589.29B
Berkshire HathawayBRK.BUS$233.03544.20B
VisaVUS$209.41484.45B
WalmartWMTUS$148.90421.54B
Johnson & JohnsonJNJUS$158.45417.14B
NVIDIANVDAUS$538.60335.57B
SPDR S&P 500 ETFSPYUS$378.99333.10B
DisneyDISUS$176.20318.43B
Bank of AmericaBACUS$33.69294.14B
PayPalPYPLUS$237.90269.92B
NikeNKEUS$145.05226.48B
IntelINTCUS$53.27220.46B
NetflixNFLXUS$495.08217.71B
AT&TTUS$28.72211.16B
Coca-ColaKOUS$50.10210.62B
Vanguard Total Stock Market ETFVTIUS$199.04207.18B
PfizerPFEUS$37.13206.27B
Exxon MobilXOMUS$48.00200.22B
SalesforceCRMUS$216.01193.59B
Vanguard S&P 500 ETFVOOUS$348.59180.72B
AstraZenecaAZNUS$50.25131.40B
SonySNEUS$104.00126.72B
BoeingBAUS$208.41119.23B
StarbucksSBUXUS$102.82118.03B
AMDAMDUS$95.45115.39B
UberUBERUS$58.64113.97B
GEGEUS$11.80102.55B
SquareSQUS$226.70101.76B
ZoomZMUS$358.2599.97B
AirbnbABNBUS$161.6698.93B
NIONIOUS$62.3284.27B
SnapSNAPUS$56.5683.65B
GMGMUS$49.5268.86B
ModernaMRNAUS$123.8050.31B
Palantir TechnologiesPLTRUS$26.3445.24B
Peloton InteractivePTONUS$156.0044.24B
XPengXPEVUS$54.6543.50B
DraftkingsDKNGUS$53.5340.10B
Ford MotorFUS$9.8839.17B
TwitterTWTRUS$47.0138.03B
Li Auto IncLIUS$36.4633.75B
Southwest AirlinesLUVUS$48.1628.62B
Sirius XMSIRIUS$5.8827.14B
Delta Air LinesDALUS$40.5025.84B
SlackWORKUS$42.1424.16B
QuantumScapeQSUS$57.3524.02B
Plug PowerPLUGUS$70.4523.33B
NokiaNOKUS$4.0222.87B
ARK Innovation ETFARKKUS$140.8020.58B
Energy TransferETUS$7.1719.03B
Royal Caribbean GroupRCLUS$72.4816.48B
CarnivalCCLUS$20.1515.87B
Penn National GamingPENNUS$106.2515.36B
MGM ResortsMGMUS$30.4514.60B
United AirlinesUALUS$44.1113.00B
Canopy GrowthCGCUS$31.1011.67B
ZyngaZNGAUS$9.5610.24B
American AirlinesAALUS$15.389.54B
Norwegian Cruise LineNCLHUS$24.547.81B
NikolaNKLAUS$18.907.22B
Marathon OilMROUS$8.406.75B
Virgin Galactic HoldingsSPCEUS$26.886.23B
FuelCell EnergyFCELUS$19.815.96B
JetBlue AirwaysJBLUUS$14.814.60B
New Residential InvestmentNRZUS$9.503.98B
United States Oil FundUSOUS$36.143.82B
Cronos GroupCRONUS$9.753.37B
WorkhorseWKHSUS$25.153.26B
AphriaAPHAUS$9.522.98B
PowerShares S&P 500 High Dividend Low Volatility ETFSPHDUS$38.772.61B
Spirit AirlinesSAVEUS$25.052.46B
Prospect CapitalPSECUS$5.622.11B
Aurora CannabisACBUS$10.601.97B
TilrayTLRYUS$13.681.94B
FitbitFITUS$7.041.94B
Blink ChargingBLNKUS$53.051.89B
MFA FinancialMFAUS$3.731.70B
InovioINOUS$9.131.58B
GoProGPROUS$9.051.42B
Riot BlockchainRIOTUS$23.031.40B
Kosmos EnergyKOSUS$3.031.22B
Bionano GenomicsBNGOUS$5.47873.49M
IdeanomicsIDEXUS$2.92856.55M
Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 2X SharesGUSHUS$55.00652.69M
HexoHEXOUS$5.36646.47M
ZomedicaZOMUS$1.25611.06M
Invesco Mortgage CapitalIVRUS$3.34602.23M
Sundial GrowersSNDLUS$0.675512.86M
AMC EntertainmentAMCUS$2.34473.99M
TherapeuticsMDTXMDUS$1.38413.77M
Ocugen, IncOCGNUS$2.24376.09M
Catalyst PharmaceuticalsCPRXUS$3.55374.30M
OrganiGramOGIUS$1.59369.64M
Genius BrandsGNUSUS$1.39353.96M

Source: Robinhood (as of 13 January 2021)


Robinhood Stock #1: Apple

Apple (NASDAQ: AAPL) is the technology giant behind many of the products we use daily, be it iPhone, Mac, or iPad. It also provides cloud and video streaming services.

Why Apple?

Apple’s chief financial officer, Luca Maestri, mentioned the following in Apple’s fourth-quarter earnings release: 

“Our outstanding September quarter performance concludes a remarkable fiscal year, where we established new all-time records for revenue, earnings per share, and free cash flow, in spite of an extremely volatile and challenging macro environment. … Our sales results and the unmatched loyalty of our customers drove our active installed base of devices to an all-time high in all of our major product categories.”

The quote nicely summarises why I like Apple as an investment.  

Is Apple All That Good?

One of the major risks with Apple is to do with competition, especially from local Chinese players.

Increasing US-China rivalry might make Chinese consumers shun Apple products, and embrace locally-branded smartphones instead, hurting Apple’s business.

For context, around 15% of Apple’s 2020 sales came from Greater China, the third biggest market for Apple behind the Americas and Europe.

Robinhood Stock #2: Amazon

Amazon.com (NASDAQ: AMZN) is a leading e-commerce platform, but many may not know that it is also the world’s biggest cloud provider with its Amazon Web Services (AWS) business.

Why Amazon? 

Over the past three years, Amazon’s revenue grew 27.3% annually, while its net income ballooned around 70% per year.

For its latest quarter, net profit trebled to US$6.3 billion from US$2.1 billion in the third quarter of 2019.

While it may seem that the technology company has hit a mature stage, there’s still lots of room for it to grow.

In the US, e-commerce takes up less than 20% of total retail sales.

As for the cloud space, the amount of data created in the next three years will be more than the data created over the past 30 years, according to International Data Corporation.

And all these data have to be stored somewhere, and the cloud providers, including AWS, can help to facilitate the data storage.

Is Amazon All That Good?

Amazon shares don’t come cheap.

At a share price of US$3,120.83, it has a price-to-earnings (P/E) ratio of 91x.

Its price-to-cash flow is a more palatable 29x, but there’s still plenty of optimism baked into the company. If the company fails to deliver on its growth aspects, the stock could come crashing down to earth.

Robinhood Stock #3: Facebook

Facebook Inc (NASDAQ: FB) runs the world’s largest social network, along with WhatsApp and Instagram.

Why Facebook?

Facebook possesses a business characteristic that would be the envy of many traditional companies.

It has a durable economic moat that comes in the form of “network effect”.

When a new user joins any of Facebook’s products and uses it, that product becomes slightly more valuable.

That, in turn, encourages more users to join, creating a network effect like a spider’s web. Once this network effect is created, it will be hard for users to leave the ecosystem.

Facebook generates copious amounts of cash. Facebook’s free cash flow more than doubled from US$8 billion in 2015 to US$21 billion in 2019.

Free cash flow is money that a company can use to reinvest into its own business, acquire other businesses, buy back its own shares, or pay off its borrowings.

It also has a high return on equity (ROE) of 20%. This metric shows how efficient a firm’s management is in using shareholders’ capital.

Is Facebook All That Good?

Data privacy is an important aspect for users to use such online platforms.

Whatsapp recently ruffled the feathers of its users by announcing that it’s updating its terms of service. The change will force users to share their personal data with Facebook if they want to continue using the messaging app after 8 February 2021.

This is something to take note of for Facebook investors.

Robinhood Stock #4: Disney

The Walt Disney Company‘s (NYSE: DIS) mission is to “entertain, inform and inspire people around the globe through the power of unparalleled storytelling…”.

True to its mission, it would be hard to find anyone who hasn’t been thrilled by the entertainment giant’s animation and films.

Why Disney?

I like the optionality there is with Disney’s business. It has so many intellectual properties (IPs) that it can monetise them in various ways.

One way it is now making more money from its IPs is through its popular streaming service, Disney+.

It’s so popular that its subscriber count is already well ahead of Disney’s internal target of 60 million to 90 million subscribers by 2024. As of 2 December 2020, it already had 86.8 million Disney+ subscribers.

In Disney’s 2020 earnings release, Disney’s chief executive Bob Chapek said that its direct-to-consumer business (in which Disney+ is under) is “key to the future of our company”.

Looking at how Netflix Inc (NASDAQ: NFLX) has grown in the past, there’s plenty of growth opportunities for Disney+ as well.

Is Disney All That Good?

A major risk currently for Disney is to do with the pandemic.

Disney expects its financial results in 2021 to be still impacted by COVID-19.

It said that it doesn’t have any visibility into how long the impact will hurt its parks and experiences business. The Parks, Experiences and Products segment has been a major contributor to Disney’s revenue pre-pandemic.

Robinhood Stock #5: Airbnb

Airbnb Inc (NASDAQ: ABNB) is an American vacation rental online marketplace that connects people who want to rent out their properties or rooms with guests.

The company went public at the end of last month.

Why Airbnb?

Being a marketplace, Airbnb has an asset-light business. This means the company doesn’t need to make significant investments in fixed assets and physical real estate, allowing it to be highly-cash generative.

From 2015 to 2019, even though Airbnb has been unprofitable, it managed to generate free cash flow in four of those years.

 20152016201720182019
Revenue
(US$' 000)
919,0411,655,5762,561,7213,651,9854,805,239
Income (loss) from operations
(US$' 000)
(123,697)(132,993)(81,362) 18,744(501,543)
Net income (loss) (US$' 000)(135,446)(147,350)(70,046)(16,860)(674,339)
Free cash flow
(US$' 000)
(123,600)21,100151,000504,90097,300

Airbnb has the potential to continue bringing in lots of cash.

Airbnb estimates that its serviceable addressable market (SAM), which is generally defined as the market opportunity that is within a firm’s existing core competencies, is US$1.5 trillion.

At 2019’s revenue of below U$5 billion, Airbnb barely scratches its market opportunity.

Is Airbnb All That Good?

Just like Disney, the immediate risk right now is to do with COVID-19.

Even though vaccination has started in many countries, it is likely to take some time before the world goes back to pre-pandemic norms and for international travel to return. An uptick in international travel is critical for Airbnb’s growth.

Government regulations not allowing short-term rentals is another risk to take note of. For instance, short-term rentals are illegal in Singapore as a minimum stay of three months is needed for private residential properties. HDB flats cannot be rented out to tourists.

Want More In-Depth Analysis And Discussion?

You can participate in the lively discussion regarding stocks here at Seedly and get your questions answered right away!

Disclaimer: The information provided by Seedly serves as an educational piece and is not intended to be personalised investment advice. ​Readers should always do their own due diligence and consider their financial goals before investing in any stock. The writer may have a vested interest in the companies mentioned.

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About Sudhan P
It isn't fair competition when only one company in the world makes Monopoly. But I love investing in monopolies. Before joining the Seedly hood, I had the chance to co-author a Singapore-themed investment book – "Invest Lah! The Average Joe's Guide To Investing" – and work at The Motley Fool Singapore as an analyst.
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