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‘Ultimate Stock Picker’ names top 3 trades

'Ultimate Stock Picker' names top 3 trades

Value and earnings growth should take shares of three companies higher, top stock-picker Nick Kaiser said Thursday.

The founder of Saturna Capital, who was named to Morningstar's "Ultimate Stock Pickers" list, selected VF Corp., Delta Air Lines and Stanley Black & Decker as his best plays going forward.

"VF Corp. is a great play. It's a value stock. We're value buyers," he said. "And it's company that has covered the world with real products, very good value that we see will continue to grow in the recovering economy that we forecast."

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Shares of VF Corp. was up 35 percent year to date.

On Delta Air Lines, Kaiser said, "True value if you ever saw it.

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"This is a company that is really turning around. It's making a billion dollars a year in profits. It's got dividends that it's increasing. It's paying off its debt. It's buying new planes. It's growing. It's got the best global routes. When you talk about global companies, this is not a domestic carrier as much as it's making money out of the new terminal in New York. Here in Seattle, it's growing its new terminal. So, they're going to serve the world at a very high profit and continue to do well."

(Read more: Stocks to gain another 20 percent: Strategist)

Delta stock saw a 97 percent gain year to date.

Kaiser's third top stock pick, Stanley Black & Decker, was up 24 percent year to date.

By CNBC's Bruno J. Navarro. Follow him on Twitter @Bruno_J_Navarro.

— CNBC's Patricia Martell contributed research to this report.

Trader disclosure: On Sept. 19, 2013, the following stocks and commodities mentioned or intended to be mentioned on CNBC's "Fast Money" were owned by the "Fast Money" traders: Josh Brown is long AAPL; Josh Brown is long VAW; Joe Terranova is long VRTS; Joe Terranova is long MS; Joe Terranova is long GS; Joe Terranova is long OXY; Joe Terranova is long HOS; Joe Terranova is long HAL; Joe Terranova is long APC; Joe Terranova is long SBUX; Joe Terranova is short LTD; Stephanie Link is long AAPL; Stephanie Link is long JPM; Stephanie Link is long WFC; Stephanie Link is long CSCO; Stephanie Link is long FB; Stephanie Link is long LOW; Stephen Weiss is long LCC; Stephen Weiss is long AAMRQ; Stephen Weiss is long DAL; Stephen Weiss is long C; Stephen Weiss is long THC; Stephen Weiss is long CYH; Stephen Weiss is long AAPL CALLS.