Newsletter guru Jim Oberweis says that if you want to find good investment opportunities, keep an eye on secular shifts in the business world.

“While some companies succeed by changing the world, far more succeed by anticipating the needs of a changing world,” Oberweis writes in his latest Forbes column. “Secular shifts in technology and government regulations, for example, cause uncertainty and disturb markets. This creates new growth opportunities.”

Three areas where he sees opportunities are healthcare analytics, temporary staffing, and cell phone technology. He looks at companies with strong fundamentals in each of those areas.