And I told you I'd be back soon with a prime choice.
The roller-coaster market we've seen over just the past week – though, really, it's been with us all year long – brings with it great buying opportunities for tech investors. The earlier rallies that were making some stocks so expensive are largely gone.
One of my main jobs here is to help you make good choices when others are panicking. So today, we're "putting our best foot forward" by taking a look at a tech leader well off Wall Street's radar (they think it's merely a "software" company).
Getting Choosy About Stocks to Buy
Now, the situation is a bit different than it was the last time we spoke.
We had just come off the largest ever intraday point swing in the Dow Jones Industrial Average – when, on Monday, the index whipsawed 1,089 points. That day also saw one of the largest-ever daily point losses – and we witnessed another big loss on Tuesday.
Then, last Wednesday and Thursday things came roaring back.
While the worst of it may be behind us, we don't know for sure. And the markets are still significantly down so far this year – 7.2% for the Dow and 4% for the Standard & Poor's 500 Index.
Now, the challenge is to avoid getting complacent because the markets look good again – or paralyzed because you're afraid of what's going to happen next.
After all, the S&P 500 brought us gains of 31% in 2013 and 13% in 2014. And since the bull market began in March 2009, it's up 170%.
This is not the kind of buoyant market in which a rising tide lifts all boats, and that's what makes good stock selection – making good choices – so imperative.
We're now going through a "flight to quality" in which we're looking for companies that will outgrow the economy and post solid fundamentals.
About the Author
Michael A. Robinson is a 36-year Silicon Valley veteran and one of the top tech and biotech financial analysts working today. That's because, as a consultant, senior adviser, and board member for Silicon Valley venture capital firms, Michael enjoys privileged access to pioneering CEOs, scientists, and high-profile players. And he brings this entire world of Silicon Valley "insiders" right to you...
- He was one of five people involved in early meetings for the $160 billion "cloud" computing phenomenon.
- He was there as Lee Iacocca and Roger Smith, the CEOs of Chrysler and GM, led the robotics revolution that saved the U.S. automotive industry.
- As cyber-security was becoming a focus of national security, Michael was with Dave DeWalt, the CEO of McAfee, right before Intel acquired his company for $7.8 billion.
This all means the entire world is constantly seeking Michael's insight.
In addition to being a regular guest and panelist on CNBC and Fox Business, he is also a Pulitzer Prize-nominated writer and reporter. His first book Overdrawn: The Bailout of American Savings warned people about the coming financial collapse - years before the word "bailout" became a household word.
Silicon Valley defense publications vie for his analysis. He's worked for Defense Media Network and Signal Magazine, as well as The New York Times, American Enterprise, and The Wall Street Journal.
And even with decades of experience, Michael believes there has never been a moment in time quite like this.
Right now, medical breakthroughs that once took years to develop are moving at a record speed. And that means we are going to see highly lucrative biotech investment opportunities come in fast and furious.
To help you navigate the historic opportunity in biotech, Michael launched the Bio-Tech Profit Alliance.
His other publications include: Strategic Tech Investor, The Nova-X Report, Bio-Technology Profit Alliance and Nexus-9 Network.