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David Wagner of Aptus Capital Advisors explains why avoiding risk is the biggest mistake investors can make, why any pullback is a buying opportunity, and the names he’s buying right now.
00:00:00 Introduction
00:00:14 Back-to-Basics Strategy
00:02:09 Oil & Interest Rates
00:03:58 Sentiment vs. Growth Pullbacks
00:05:53 Dip Buying Opportunity
00:06:04 Fundamental Risk Triggers
00:08:13 Biggest Market Risk
00:09:27 Stock Entry Strategy
00:09:43 Amphenol (APH) Thesis
00:11:18 Amphenol Target Strategy
00:11:36 Quanta Services (PWR) Thesis
00:13:20 Copart (CPRT) Thesis
00:15:28 Progressive (PGR) Thesis
00:17:35 Top Pick & Factor Strategy
00:19:00 Market Sectors to Avoid
00:19:59 Big Tech & Hyperscalers
00:20:47 Nvidia Valuation Strategy
00:21:00 Rapid-Fire: Stock Picks
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Recorded: September 10th, 2026
Camera: Julian Pinto & Shawn Elias
Producers: Caroline Woods & Rebecca Mezistrano
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