Newsletter guru Jim Oberweis says that investors can make some nice profits by following the Fed.

“Government policies shape markets, turn winners into losers and, unfortunately, can distort the invisible hand of the market,” Oberweis writes in his latest Forbes column. “Only a fool would ignore the moves of Uncle Sam, particularly with government spending higher than ever.”

Oberweis says that several companies are “exploding” because of Ben Bernanke and the Federal Reserve’s  easy money policies, which he says don’t appear to be ending anytime soon. And, though he warns that a “day of reckoning seems almost certain” because of the easy money policies, there are companies whose solid products will allow them to remain strong even when that far-off day comes, he says. He looks at four such picks, including online real estate marketplace company Zillow.