With the S&P 500 (SNPINDEX:^GSPC) up 22% on the year so far and with Fed tapering expected in the new year, there's considerable uncertainty about the market in 2014. Fool analyst David Meier thinks this might provide a buying opportunity for patient investors. He recommends Whole Foods (NASDAQ:WFM), Tesla (NASDAQ:TSLA), and Netflix (NASDAQ:NFLX) as companies that will perform well over the long term, even if the overall market is weak.

In the video, David lays out his case. After discussing the possibility of tapering, he explains why he likes quality companies. He concludes by making the case for Whole Foods, Tesla, and Netflix.