JJC:    If we've learned one thing over the last year, it's that green - meaning environmentally-friendly, granola-chewing, hippie, communista green - clean green equals the other kind of green, as in U.S. dollars.

When we say green, we're talking about green generally, to refer to companies that are, in some way, helping the environment... or, in some way, otherwise benefiting from the movement...

Now, we've got an opportunity for Green Week this year that we didn't have in 2007... and that's how to play the presidential election.

Tonight, I'm going to tell you which environmentally-friendly stock should work... if a democrat wins the presidential election.

After the democrats, I'm going to give you all of the green stocks that ought to work under a McCain administration...

We're starting, though, with the democrats... and I think the safest way to play this is to take the stocks that work either under Hillary or Obama... and the ones that are favored by both of their green initiatives...

There's a lot of overlap here...

Both candidates, for example, want to spend $150 billion over the next 10 years on clean energy... They both have plans to reduce carbon emissions, improve the efficiency of the electric grid, promote renewable fuels, and so on...

The questions that we care about is, which companies will profit from his initiatives or her initiatives...

Some of this is easy...

I have no doubt that they are both going to subsidize solar...  When you talk about subsidized solar, it's First Solar, Inc. (FSLR), the one solar stock that hasn't needed subsidies... although they certainly don't hurt.  Buy, buy, buy!   A dem in the White House should be huge for FSLR, because the current president has had not one wit of interest for FSLR... and, believe me, it has been the talk of the Silicon Valley that this company has been snubbed by the President, but not by the Governor.

I bet FSLR gets called in quickly by either Obama or Hillary... in the same way that the Germans embraced FSLR... the country that got the whole thin film solar move started.

For reducing energy consumption, we're favoring Comverge, Inc. (COMV).  Do some homework.  This makes the technology that lets utilities know where to lower the power output during peak hours.  This is the play I like for both candidates. 

I think you want to be in FSLR, by the way, before Hillary or Obama takes the White House, because that's going to be one of the first calls they make is to the company...

All right, now let's take a cynical approach here...

Obama and Clinton may have many green initiatives, but they all have to pass congress... and that means, as far as Cramer is concerned, that the companies with the most clout in congress... the most legislature mindshare, so to speak, will benefit the most from any green bill...

So who are they?...

All right... I know... This is still one more great reason...  It's the ag complex...  

If Clinton or Obama win in November, this already-twice-blessed group...  Remember, we already have a global famine and our idiot embrace of ethanol...  I think it will become thrice blessed...

Many of these companies already have their hands in the congressional pocketbook... and, if you look what Clinton and Obama are proposing, I expect that they're just going to get even more federal assistance...  Is it unbelievable that the farmers will get even more under her or him?  It will happen.  You've got to trust me on this...

Within ag, I think that Potash (POT), Agrium (AGU), Mosaic (MOS), Deere (DE), Monsanto (MON) and DuPont (DD) could be the plays...