The following video is from Monday's MarketFoolery podcast, featuring host Chris Hill and analysts Jason Moser and Michael Olsen, CFA. This segment's focus is on reports that BP (NYSE:BP)has sold its 50% stake in TNK-BP, a joint venture in Russia, for $17 billion in cash. The guys discuss why BP would have made this deal, looking at the company's many recent struggles.

Jason goes on to share why, in the universe of big dividend-paying energy stocks, he stands by Halliburton(NYSE:HAL) as top pick. Watch the following video to hear his reasoning and listen in on the guys' full conversation. You're also invited to check out The Motley Fool's free premium report "3 Stocks for $100 Oil." If you're on the lookout for some currently intriguing energy plays, then this is a must-read -- click here now to claim your free copy.

This article represents the opinion of the writer, who may disagree with the “official” recommendation position of a Motley Fool premium advisory service. We’re motley! Questioning an investing thesis -- even one of our own -- helps us all think critically about investing and make decisions that help us become smarter, happier, and richer.