Political unrest
Conflict Securities Advisory Group, an independent research provider specializing in identifying companies doing business with Iran, North Korea, Sudan, Syria and Cuba. (That's more than 800 publicly traded companies, it says.)

The group works with mutual fund providers, individual investors and pension systems and their asset managers to help funds design and implement custom "terrorist-free" international portfolios.

When the populace has enough and fights to overthrow the government as was the case in the "Arab Spring" protests, companies also see opportunity.

The battle in Libya to overthrow dictator Moammar Gadhafi is a case in point. For years, sanctions and demands that 90% of oil production be kicked back to the official state oil company have dulled the earning potential of foreign companies.

Among the oil companies with ties to Libya expected to benefit from Gadhafi's exit are: ExxonMobile ( XOM), BP ( BP), ConocoPhillips ( COP), Hess ( HES), Marathon ( MRO), Occidental Petroleum ( OXY) and Italian oil producer ENI ( E).

If you liked this article you might like

The (James) Bond Market

Junk Mail Folders Can't Contain Spam Profits

Will Summer Concerts Sing the Blues?

'As Seen On TV' Rings the Till For Retailers

Praise and Profit: How Religion Pays Off