The surest way to make money over the long haul is to control your emotions and see the world the way it really is, not the way you want it to be. Dispassionate analysis, not wishful thinking, is the true path to investment wealth.

To cite a famous catchphrase from the classic detective TV show Dragnet: “Just the facts, ma’am.” Below is an examination of the latest facts for our holdings.

Billionaire super investors like Warren Buffett, Peter Lynch and George Soros don’t rely on gut instincts or hunches. They didn’t get rich by rolling the dice. They apply time-tested empirical data to cold, hard reality. Likewise, that’s the methodology of Breakthrough Tech Profits.

The global markets are in correction mode. Stocks have taken a beating lately. March has picked up where a frightful February left off.

But take a deep breath and step off the ledge. I predicted this correction; it needed to happen. But I’m not predicting Armageddon. I’m not an alarmist by nature and I take a dim view of Wall Street’s perma-bears and fear-mongers.

I wouldn’t blame you for being nervous, but I would blame you for taking your chips off the table. Fact is, you’d miss out on the huge profits still to be made, even in this volatile and risky market, if you sat on the sidelines. This newsletter taps into unstoppable trends that continue marching forward, regardless of temporary headlines.

Here’s an update on the latest developments with our BTP holdings. You should own these stocks no matter what the economy is doing. These inherently strong equities prosper whether the market is moving up, down or sideways. They boast proven resilience in bad economic times and they skyrocket during recoveries. These are stocks that you’ll want to own 10, 20 or 30 years from now.

• Biotelemetry (NSDQ: BEAT)

This wireless medical technology firm is focused on the delivery of health information to improve quality of life and lower the cost of care. That’s a booming field, resistant to bull and bear gyrations.

Biotelemetry reported stellar fourth-quarter 2017 results. The highlights:

• Posted quarterly revenue of $91.7 million, the highest in the firm’s history.
• Generated 10% organic revenue growth.
• Racked up its 22^nd consecutive quarter of year-over-year revenue growth.
• Posted record quarterly adjusted EBITDA of $22.9 million, or 25% of revenue.
• Reported adjusted net income $11.3 million, or $0.32 per diluted share. This compares to adjusted net income of $7.0 million, or $0.23 per diluted share, for the fourth quarter 2016. 

The increasing imperative within the U.S. health care system to contain costs is spawning a staggering array of IT work. Stoking this bureaucratic machinery is the Patient Protection and Affordable Care Act (PPACA), commonly called Obamacare.

President Obama’s signature domestic achievement emphasizes information management as a tactic of cost containment. Obamacare has survived the Trump administration. A big winner of this trend is Biotelemetry, which stands at the nexus of tech innovation and health industry growth.

BEAT remains a buy up to $37.00

• Evolent Health (NYSE: EVH)

As with Biotelemtery, Evolent Health occupies the sweet spot in health technology. The firm provides an integrated care platform for major health systems and physician organizations. EVH reported satisfactory fourth-quarter and full year operating results. The highlights:

Quarter ended December 31, 2017:

• Revenue of $113.7 million, for a year-over-year increase of 29.2%.
• Net income (loss) of $(13.2) million.
• Lives on platform of 2.7 million, an increase of 34.8%.

Full year ended December 31, 2017:

• Revenue of $435 million, a YoY increase of 71.1%.
• Net income (loss) of $(60.7) million

The losses need to be placed in context. The firm has invested heavily in new assets and strategic expansion. That’s what I like to see with our holdings. In 2017, Evolent acquired the assets of New Mexico Health Connections. It also forged new partnerships with Beacon Health, Carilion Clinic, Community Care Cooperative, Crystal Run Healthcare, Houston Methodist, and Orlando Health. These investments will pay off in 2018.

EVH is a buy up to $26.00.

• Himax Technologies (NSDQ: HIMX)

Himax reported fourth-quarter operating results that came within guidance and slightly below consensus expectations. The firm reported quarterly earnings per share of $0.14 compared to the estimate for $0.15. Revenue came in at $181.1 million compared to the $185.9 million estimate.

Capital expenditures came in at $15.7 million in the fourth quarter, versus $2.2 million a year ago and $10.2 million last quarter. 

In 2017, Himax forged a manufacturing partnership with chipmaker QUALCOMM (NSDQ: QCOM) that should significantly boost revenue this year. Himax estimates that it will start shipping 2 million 3D camera modules per month, which are mainly used in Android smartphones and related gadgets.

HIMX is a buy up to $20.00.

John Persinos is managing editor of Personal Finance and chief investment strategist of Breakthrough Tech Profits.