Often on Wall Street, there is a definite herd mentality where everybody tends to do what everybody else is doing. Partly that is because Wall Street money managers and the hedge fund world all talk among themselves and tend to share ideas. In the big picture there certainly is nothing wrong with that, but many times, it’s also smart to take the contrarian route.

In a new research report, Jefferies goes down the contrarian path, looking for stocks ideas not well liked across Wall Street. This is an especially good path of action now with the stock market so high in valuation and after a long, 10-year bull run.

The Jefferies report noted this:

Jefferies Equity Research highlighted 13 stocks that the Street generally does not like, based on average Street rating, trajectory of rating and short interest, but which Jefferies favors. The Street’s more negative views on these stocks are often based on end-of-cycle concerns, fears of tech disruption, or both, and better economic data could lead investors back to some of these ideas. Notably, since 2011, when quintiling stocks by Street rating, it is the second to lowest rated quintile which has performed best, perhaps because those are less crowded and more can go right.

We screened the list for ideas that also paid dividends, as in many cases the waiting time on out-of-favor ideas can be longer, so it make sense to get paid if you do wait. We found five of the stocks in the report, which are all rated Buy at Jefferies that look like solid plays now.

BorgWarner

Shares of this leading original equipment manufacturer have solid upside potential. BorgWarner Inc. (NYSE: BWA) develops, manufactures and sells engineered automotive systems and components primarily for powertrain applications worldwide. The company’s Engine segment offers turbochargers, turbo actuators and timing systems, such as timing chains, variable cam timing products, crankshaft and camshaft sprockets, tensioners, guides and snubbers, HY-VO front-wheel drive transmission chains and four-wheel drive chains.

The Drivetrain segment develops and manufactures friction and mechanical products, including dual clutch modules, friction clutch modules, friction and steel plates, transmission bands, torque converter clutches, one-way clutches, and torsional vibration dampers. BorgWarner sells its products to original equipment manufacturers of light vehicles, consisting of passenger cars, sport utility vehicles, vans and light trucks, as well as commercial vehicles.

BorgWarner shareholders are paid a 1.55% dividend. The Jefferies price target for the stock is $48, and the Wall Street consensus target was last seen at $41.50. The stock closed on Monday at $43.88 a share.

Ford

This is a solid value play now, and demand could jump with a trade deal with China paving the way. Ford Motor Co. (NYSE: F) is one of the world’s largest vehicle producers, with over 6 million units manufactured and sold globally. The company has made significant progress executing on its One Ford plan and delivering best-in-class vehicles.

The company also remains committed to positioning itself well within the evolving auto industry through balanced investments across electrification, autonomy and mobility services.

Shareholders of Ford are paid an outstanding 6.43% dividend, though some fear it could be lowered this year. Jefferies has an $11 price target, and the posted consensus target is much lower at $9.32. The shares closed most recently at $9.33 apiece.