Uber is a market-leading company with an attractive valuation, transitioning from growth-at-all-costs to profitability, and expected to participate in future autonomous driving developments.
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Get Paid to Wait with these 8 Stocks
Ticker Take with Jon ErlichmanApr 9, 2026
Chris Tom of Moat Financial discusses his strategy of selling put options on stocks he'd be willing to own at a lower price, effectively getting paid to wait for a better entry point. He highlights eight stocks that fit this strategy: Cameco, Costco, Dollarama, General Motors, Microsoft, Pet Valu, Progressive, and Uber, emphasizing their value, moats, and potential for generating option premiums.
Linked Mentions
Tickers discussed in this post
Progressive is a stable auto insurer with a strong brand and competitive advantage, offering a solid business at a reasonable price.
Microsoft is a resilient company with indispensable products and strong positioning in AI, making current multiple compression a good entry point for long-term investors.
General Motors is a strong contender in the auto industry, benefiting from the 'buy American' push, and continues to generate profits with a stable PE ratio.
Costco is a stable, lower volatility name with a strong moat, making it a good fit for a diversified portfolio, though option premiums are lower.
Cameco is a large uranium producer with attractive valuation and high volatility, making it a good candidate for selling puts to generate premium.