These 6 Stocks Will Be The Biggest Losers In Trump 2.0

Group 1: Market Overview - The new Trump administration is expected to negatively impact returns for investors who rely on index funds like the SPDR S&P 500 ETF Trust (SPY), indicating a shift towards a stock picker's market [1][2] - SPY holders are at a disadvantage as they cannot adjust their holdings in response to market changes, leading to potential losses as underperforming stocks offset gains [2] Group 2: Food Stocks - The appointment of RFK Jr. as head of the Health and Human Services department is seen as a negative for food stocks such as General Mills (GIS) and Kraft-Heinz Co. (KHC), which have already experienced declines since Election Day [4][5] - General Mills has shown a slowdown in dividend growth, with only a penny increase last year, while McDonald's (MCD) has a high dividend payout ratio of 73% of free cash flow, raising concerns about future growth [5][6] - Kraft-Heinz's high dividend yield of 5.6% is misleading due to a significant drop in stock price over the past decade, and its dividend cut in early 2019 further exemplifies the risks associated with its dividend policy [6][7] Group 3: Companies with China Exposure - Companies with significant exposure to China, such as Mattel (MAT) and Hasbro (HAS), are expected to face challenges due to impending higher tariffs and demographic shifts leading to fewer births [9][10] - Mattel has been reducing its reliance on China, but still sources about 50% of its products from there, while Hasbro aims to cut its Chinese sourcing from 40% to 20% over four years [11][12] - Hasbro's consumer-products segment, which generates 67% of its sales, has seen a 10% drop in revenue, indicating potential struggles ahead [12][13] Group 4: Vail Resorts - Vail Resorts (MTN) has a high dividend yield of 4.8%, but its payout ratio has exceeded 100% of free cash flow, raising sustainability concerns [15][16] - Management's decision to deny wage increases to ski patrollers led to negative publicity and a decline in share price, further eroding investor confidence [17][18]