I should add another one: VGR. This pays almost a 10% dividend and a 5% stock dividend per year. I have held this one for awhile. Another one I own is AGNC. Nice little REIT that pays 19% dividend. When the flash crash happened, VGR went all the way to 16$ and AGNC went down to 25$
I think the energy stocks have been beaten to shit. If oil continues to march upward, you could make out nice on XOM, COP and maybe even RDS-A. I don't think they are a solid long play though.
MRO is also attractively valued. KFT is also another winner IMO. UL is another nice company.
I would like TEVA for a short term play, but it one of those stocks that is permanently undervalued.