Fast Money

Bulletproof stocks for nonstop gains

Bulletproof stock picks
Bulletproof stock picks

Regardless of what happens on Capitol Hill over the next couple of weeks, Starbucks would continue to climb, Tim Seymour of said Thursday.

"It is the great U.S. multinational growth story. What they're doing in China, to me, looks a lot like what Yum did," he said. "Most importantly, it's a margin-expansion story. They've gone from 15 percent EBITDA margin to 20. They're going to be 22 percent next year."

On CNBC's "Fast Money," Seymour said that favorable coffee prices would continue to be a tailwind for the retailer over the next two years.

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Stock Pops & Drops
Stock Pops & Drops

While the stock trades at a price-to-earnings multiple above 30, Seymour wasn't concerned.

"This is a stock that should be earning a superior valuation, and it's growing. And their margin is growing. And their global story is growing," he said. "Yet the U.S. is their bread and butter, and I stay with this one."

StockMonster's Guy Adami turned to the auto space.

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"BorgWarner's been a monster," he said.

Adami noted that the possibility of an engine-size tax in China, "which plays right into BorgWarner's bailiwick."

"I still think it has room to the upside, despite the fact that the valuation might be getting a little stretched here," Adami added.

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

Trader disclosure: On Sept. 26, 2013, the following stocks and commodities mentioned or intended to be mentioned on CNBC's "Fast Money" were owned by the "Fast Money" traders: Karen Finerman is long BAC; Karen Finerman is long C; Karen Finerman is long JPM; Karen Finerman is long TGT; Karen Finerman is long GOOG; Karen Finerman is long M; Karen Finerman is long JCP; Karen Finerman is long MA; Karen Finerman is long MDY PUTS; Karen Finerman is long SPY; Guy Adami is long C; Guy Adami is long GS; Guy Adami is long INTC; Guy Adami is long MSFT; Guy Adami is long AGU; Guy Adami is long NUE; Guy Adami is long BTU; Guy Adami's wife, Linda Snow, works at Merck; Tim Seymour is long AAPL; Tim Seymour is long INTC; Tim Seymour is long SBUX; Tim Seymour is long WMT; As of 9/19 Steve Grasso is long BA; Steve Grasso is long BAC; Steve Grasso is long BBRY; Steve Grasso is long GDX; Steve Grasso is long GOOG; Steve Grasso is long HERO; Steve Grasso is long HPQ; Steve Grasso is long MHY; Steve Grasso is long LNG; Steve Grasso is long MJNA; Steve Grasso is long NVIV; Steve Grasso is long PFE; Steve Grasso is long QCOM; Steve Grasso is long S; Steve Grasso is long ASTM; Steve Grasso is long POT; Steve Grasso is long DECK; Steve Grasso is long DHI; Steve Grasso is long EEM.