Stock picks to buy, small companies and value names for recovery ...

This should allow the airline to compete more effectively in a recovery and come out of the crisis in a stronger position."Price target: $60Upside to target: +9.2%Source: Bank of AmericaTicker: NWLSector: Consumer discretionaryThesis: "As the vaccine rollout continues, we expect a gradual shift back into offices, schools and commercial locations that should benefit NWL."Price target: $27Upside to target: +9.5%Source: Bank of AmericaTicker: FRPTSector: Consumer staplesThesis: "FRPT … is in a solid position to meet 2025 financial targets supported by industry tailwinds, strong retailer interest, consumer loyalty to their brands and more capacity coming online."Price target: $160Upside to target: +10.0%Source: Bank of AmericaTicker: NRGSector: UtilitiesThesis: "NRG Energy's ongoing pivot from an independent power producer (IPP) to a retail energy-backed consumer product company should continue to enhance EBITDA stability and drive growth via retail margin upside, reduced customer attrition, and expanding customer lifetime value."Price target: $45Upside to target: +10.1%Source: Bank of AmericaTicker: AWISector: IndustrialsThesis: "We believe the vaccine rollout and expectations for a return to a more pre-virus world could position AWI strongly."Price target: $89Upside to target: +11.9%Source: Bank of AmericaTicker: CGSector: FinancialsThesis: "CG has the highest level of net accrued performance fees among the alt managers and when combined with favorable markets and a pick-up in IPOs and M&A activity, CG is well positioned to produce accelerated performance fees in 2021-2022."Price target: $39Upside to target: +14.4%Source: Bank of AmericaTicker: EWBCSector: FinancialsThesis: "We expect fading credit risk and confidence around a rebounding growth outlook to drive a re-rating in the stock closer to other high growth peers that are trading at significantly higher valuation multiples."Price target: $70Upside to target: +14.4%Source: Bank of AmericaTicker: FLSector: Consumer discretionaryThesis: Thesis: "We believe FL remains a less expensive way to play NKE's strong product momentum … We also believe FL is a significant 'vaccine' beneficiary which should help accelerate a rebound in mall traffic and should see tailwinds from another round of government stimulus programs."Price target: $55Upside to target: +15.0%Source: Bank of AmericaTicker: BBBYSector: Consumer discretionaryThesis: "BBBY is now in a much healthier and stronger position compared to 2020 including a strong and fully built out management team, the last of BBBY's non-core assets sold, growing omni-channel capabilities, merchandising and store improvements and a healthy balance sheet."Price target: $31Upside to target: +15.4%Source: Bank of AmericaTicker: ASGNSector: Consumer discretionaryThesis: "Despite consistently outgrowing and proving more resilient than other staffers, it trades in-line with peers."Price target: $104Upside to target: +16.4%Source: Bank of AmericaTicker: JAZZSector: HealthcareThesis: "We highlight JAZZ as our top SMID cap US Biopharmaceuticals idea, which has a favorable catalyst pathway in 2021 with introduction of several new product launches, key to re-rating as investors focus on current lack of diversification."Price target: $193Upside to target: +16.4%Source: Bank of AmericaTicker: GPKSector: MaterialsThesis: "We highlight GPK as our best SMID cap idea for 2021 in Packaging & Paper/Forest given its valuation, quality and the potential for investors to be pleasantly surprised on organic volume growth in 2021."Price target: $20.60Upside to target: +18.9%Source: Bank of AmericaTicker: OMISector: HealthcareThesis: "We see FY21 as still setup to deliver sustained improved profit growth. We view the company as poised to gain more market share this year and beyond."Price target: $258Upside to target: +20.2%Source: Bank of AmericaTicker: ACMSector: IndustrialsThesis: "AECOM checks several boxes for 2021 - 1) value stock: trading a significant discount to peers with a cleaned-up balance sheet (net leverage 0.3x vs 4x prior cycle); 2) Environmental: beneficiary of higher regulation and spending in areas like PFAS (chemical) clean up; and 3) infrastructure: nearly a third of revenue tied to Infrastructure spending."Price target: $65Upside to target: +21.5%Source: Bank of AmericaTicker: TRTNSector: IndustrialsThesis: "Given increased trade volumes and restocking, we are seeing accelerating earnings growth."Price target: $60Upside to target: +21.8%Source: Bank of AmericaTicker: HIWSector: Real estateThesis: "We highlight HIW … which we expect to benefit from outsized job and population growth offering high quality of life, favorable business environments, educated workforces, and low cost of living."Price target: $49Upside to target: +23.2%Source: Bank of AmericaTicker: SIRISector: Communication servicesPrice target: $7.50Thesis: "With auto sales healthy, churn at historically low levels, penetration increasing and their 360L roll-out ramping, sub growth will remain strong."Upside to target: +25.2%Source: Bank of AmericaTicker: CFSector: MaterialsThesis: "Crop commodity prices are currently at multi-year highs, particularly for corn, which is a very nitrogen intensive crop … Global inventories of corn are likely to stay tight for at least a year, providing support for nitrogen fertilizer from global Ag markets."Price target: $55Upside to target: +26.6%Source: Bank of AmericaTicker: BAHSector: IndustrialsThesis: "We view BAH as a pureplay beneficiary of increased focus on cyber security by both the US government and the commercial sector."Price target: $120Upside to target: +26.6%Source: Bank of AmericaTicker: CHXSector: EnergyThesis: "We believe that 2021 will be a year of reversed fortunes for the company.