Bank of America: These 4 companies dominated Black Friday, and their stocks are a perfect holiday-season buy

Ticker: WMT

Rating: Buy

BAML price target: $150

% upside: 27%

Black Friday highlights:

"Toys stood out as well, with WMT's America's Best Toy Shop featuring 1,300+ items this year (incl. 500+ exclusive toys - a 20% increase from last year)," Ohmes wrote Monday.

He continued: "We also saw improved signage in stores & interactive store navigation available on WMT's app, as well as 'Check Out With Me' associates (available in all WMT Supercenters) located in key areas of stores that appeared to help minimize Black Friday checkout lines."

Ticker: COST

Rating: Buy

BAML price target: $320

% upside: 8%

Black Friday highlights:

"Several compelling Black Friday deals (valid 11/29-12/2) were featured at the front of the club, including deals on TVs (Samsung 65" 4K UHD for $779.99), Microsoft Surface Pro 7 Bundles ($800 vs. $1,000 regular price), and Series 5 Apple Watches ($30 off)," Ohmes wrote.

He continued: "We believe COST likely benefitted from rising adoption of the Costco co-branded Visa card as well as early Black Friday online only deals on 'Members Only' items (such as Samsung & LG UHD TVs, Microsoft Surface Pro Bundles, & Samsung Galaxy Tabs) to drive traffic to Costco.com."

Ticker: BJ

Rating: Buy

BAML price target: $30

% upside: 27%

Black Friday highlights:

"We also observed healthy traffic in BJ's optical service, with BJ featuring a special promotion for free lenses on any purchase of frames over $120," Ohmes wrote.

He continued: "Black Friday deals were also available online, and BJ offered free shipping to all members on orders over $75 throughout the holiday season (11/14-12/24)."