The following video is part of our "Motley Fool Conversations" series, in which John Reeves, analyst, and David Meier, advisor, Million Dollar Portfolio, discuss topics around the investing world.

Dave and John talk about how 2012 is shaping up to be very similar to 2011. There will be lots of volatility, and the direction of the market is unclear. Dave offers up three outstanding companies that should fare well in this uncertain market environment.