BofA/Merrill portfolio strategist Derek Harris removed DST Systems (DST) and Camping World (CWH) from the firm's Endeavor list, which selects approximately 15 to 25 small cap stocks the firm views as most compelling using a multi-disciplinary process. Ciena (CIEN) was added to the list, with Harris noting a continued upcycle in spending on 100-gigabit optical equipment and upside on data center interconnect growth as potential catalysts. Rayonier Advanced Materials (RYAM) was also added to the list, with the recent acquisition of Tembec cited as potentially accretive to EPS and free cash flow.