You may have noticed the recent volatility in the markets, but Motley Fool research analyst Nate Weisshaar thinks this is more than a temporary situation -- he thinks this is a characteristic of the new normal state of markets.

While many investors may be frightened by a market more prone to dramatic fluctuations, Nate thinks smart investors will recognize the opportunities that volatility provides. For example, while investors are rightfully backing away from BP over the uncertainty of just how bad its oil spill in the Gulf will ultimately be, running blindly from the energy sector is unwarranted.

Despite fears about increased regulation for the industry, high-quality companies like Schlumberger (NYSE: SLB), a service provider to Big Oil, and CGG Veritas (NYSE: CGV), the leading provider of seismic mapping for on- and off-shore oil and gas reserves, dominate their industry niches and should provide brave investors with solid returns going forward. Watch the video here:

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Nate Weisshaar does not own shares of any companies mentioned. CGG Veritas is a Global Gains recommendation. The Fool has a disclosure policy.