The market is currently uncertain, with the S&P 500 nearing multi-year highs, investor capital inflows at the highest since 2001, the debt ceiling just around the corner, and the earnings season, negative investors are hit with waves of news and opinion all offering different opinions on the market.

So where is a safe harbor?

Well to start I screened the S&P 500 for companies that have seen strong EPS growth of 15% or greater over the past 5 years. The past five years have been tough, and any company that has managed to grow EPS more than 15% has got to be doing something right. This returned a few results so then I screened these results for a quick ratio of greater than one, to prove the financial stability of the company. This reduced the results even more.

Finally, I screened the results for a debt to equity level of less that 50% to once again support the financial strength of the company. This final screen gave me 35 results.

With these 35 results, I carefully removed any cyclical stocks. Then I poured through the results to find stocks that had their 5-yr EPS growth spread out evenly over 5 years.

These are my results…

Google Inc (NASDAQ:GOOG)

The Internet giant that everyone loves to hate has put in a decent performance over the past 5 years. Since 2008, the stock is up over 40%, although the company has not paid a consistent dividend during that time.

However, the company has not seen a significant drop in EPS over the period. The only major fall in EPS over the past five years was back in 2009, when EPS fell from $4 to $1.2 per share. The constant steady EPS growth at the company highlights the low cyclical nature of Google Inc (NASDAQ:GOOG).

On the balance sheet side, Google Inc (NASDAQ:GOOG) has a strong one. The company has grown its cash balance from $5 billion in 2008 to $16 billion in 2012, reinforcing the strong recession proof nature of the company. This cash balance has been accumulated through the company’s strong free cash flow, which has risen from $1 billion in 2008 to nearly $3 billion in 2012. Over the same period revenue is also up over 100%. The average return on shareholder equity over the past five years has been 20% - highlighting further strength.

Chipotle Mexican Grill, Inc. (NYSE:CMG)

Next on the list is the restaurant chain Chipotle. This company has been a serious under-performer this year, but over the previous five years it has really outperformed. The share price has gained 200% since 2008 as rising EPS have dragged it higher.

On the other hand, Chipotle's current high valuation leads me to believe that the company cannot be a safe haven in stormy waters. With such a high valuation any bad news would cause a significant correction in the share price. I have included in this list because some people might not be bother about the current high valuation.