Name: BofA’s Favorite Non-AI Stocks
Uploaded: 2025-12-10T14:49:00Z
Duration: 2 min 48 s
Description: TJ Thornton, Head of Global Research Product Marketing at BofA Securities, talks to Jack Hough about his favorite stocks outside of AI.

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TJ Thornton, Head of Global Research Product Marketing at BofA Securities, talks to Jack Hough about his favorite stocks outside of AI.

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BofA’s Favorite Non-AI Stocks

I wanna ask you about something. This is not from your report on non-AI stocks, but it's just on my mind and maybe you have thoughts, maybe you don't, but it's about dividends, it's about dividend investing. I feel like dividends just seem to be hopelessly out of fashion, out of favor, like no one cares. It feels like, you know, one of these, or what do they call 'em, vestigial organs, like, you know, the tailbone or something like that. Like no one can quite remember why this thing is still around or what it used to do. And yet, I can't help but feel the dividends are like the answer to investors' anxieties right now. Like, if you thought the market was gonna go lower and if you had a portfolio with a decent dividend yield, you could continue reinvesting those dividends at lower prices. What do you make of dividends and their importance for investors? Should anyone care? Should anyone care about whether a company has a dividend yield right now?

Yeah, and no, it's a fair point. You know, ONEOK, which is actually one of the names on the list, does have a decent yield and has been a laggard, not surprisingly. So yes, nobody has cared that it's got a compelling dividend yield. It's just continued to go down.

ONEOK, of course, when I said it, I said ONEOK. So we'll leave that in for I deserve that.

I think that's a state school in upstate New York. SUNY ONEOK.

Right, exactly, ONEOK.

It's a fine institution.

But no, I think, well, look, one interesting point, Michael Hartnett publishes his fund manager survey once a month, for the first time really in the history of the survey, people think that companies are overinvesting. A net 20% of respondents said, we think companies are overinvesting. And actually, historically, they tend to think that companies are underinvesting. And the antidote to that is that they think that companies should focus on balance sheets. So, you know, I don't know that they would necessarily say that dividends are the way to go, but I think that this idea that companies are spending too much on growth, you know, if that indeed gets some traction, as it seems to be starting to, there may be a shift back to dividends and buybacks and, you know, some of the things that historically have, you know, been really important when it comes to the total return of the market.