We’re flush with cash after selling PDCO this morning and with energy stocks taking a beating this afternoon, I’d like to put that money back to work. The safest way to play is sector leader Exxon Mobil (XOM).

Why do I like this stock right now? First, crude oil’s decline is getting overdone with winter coming to the Northern Hemisphere already starved for fuel with most Russian supplies off the market. XOM has considerable financial and operational reserves to ride out any cold season . . . and here at 12X earnings estimates, it’s a classic Value Authority play.

Buy XOM as a Value Trade under $104 as I target $112. We’re locking in a 3.7% yield here. Inner Circle, you too.