The New York Times just reported very good news. It turns out that humans can still out-bluff a computer at poker.

Whew! But after 30 years on Wall Street, I'm not surprised. Technology will have a hard time catching up to us in that department.

I can't help but think of this article when I look at this week's action on Wall Street. The stock market got slammed for the second time in the last three days, but honestly--there's a lot of bluffing going on.

First, trading volume often dries up during this time of year. This is when all the Wall Street bigwigs head to their summer homes in the Hamptons or Martha's Vineyard. So when we see 200-point declines, let's remember that a lot of the big money people aren't joining in.

Also, these indexes tell us what the entire market is doing. Well, I'm not buying the entire market! Instead, my strategy is to focus only on the best names on Wall Street. My computer database constantly analyzes financial data to see what types of stocks the market is currently rewarding. At the end of the day, only about 0.5% of all stocks make it through my vigorous analysis.

I'll give you a great example of the kinds of stocks I'm finding. I currently recommend Vasco Data Security (VDSI) in my Emerging Growth service, and it jumped 12.6% today on very strong earnings. Unfortunately, this won't make any headlines, and except for a few technology professionals, not many investors know about Vasco. The company makes network security products, and as you can imagine, VDSI's business is booming right now.

For the second quarter, Vasco earned 18 cents a share, which more than doubled last year's total of eight cents a share. Sales soared 75%. Best of all, the consensus of Wall Street analysts was for earnings of 15 cents a share. That means that the company topped estimates by 20%. So if that's a bad market, I'll take it!