Energy stocks have pulled in significantly as 2014 winds down due to the volatility in underlying crude prices. Stephanie Link, Co-Portfolio Manager of Action Alerts PLUS, tells TheStreet's Jill Malandrino there are many solid companies that have traded in sympathy with the sector, but that opens up opportunities with some special situations. Schlumberger is the number player in oil services, with the strongest balance sheet and diversification geographically. Marathon is an E&P pure play that is down 40% from its high, but has done all the right things to create shareholder value and position for future growth. Finally, Link rounds out her Top 3 picks with Royal Dutch Shell, a restructuring story. The company yields 5%, the balance sheet continues to improve and management very shareholder friendly.