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.

David Meier has no positions in the stocks mentioned above. John Reeves has no positions in the stocks mentioned above. The Motley Fool owns shares of Google, Costco Wholesale, and Apple. Motley Fool newsletter services have recommended buying shares of Google, Costco Wholesale, and Apple and creating a bull call spread position in Apple. Try any of our Foolish newsletter services free for 30 days. We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.