Best Buy Co. ( BBY ) Best Buy is the market leader in consumer electronics retail. Baker says the company is highly exposed to the "stay, play, earn and learn from home" theme that should drive retail sales growth over at least the next 12 months. In the longer term, Best Buy should also benefit from a rise in remote health services, Baker says. Given its unique opportunities, Best Buy will likely experience earnings multiple expansion over time and trade at a higher valuation range than in the past, he says. D.A. Davidson has a "buy" rating and $118 price target for BBY stock. BJ's Wholesale Club Holdings ( BJ ) BJ's Wholesale Club is a membership-only warehouse club chain with more than 200 locations in 17 states. Baker says BJ's customers have been stockpiling core household products in response to the pandemic. In addition, he says membership growth should boost same-store sales numbers above their historical average.