JJC:   It's Green Week on Mad Money, where we look for stocks that can make money cleaning up the environment, cutting back on global warming... We've been through solar and nuclear and natural gas and biofuels... companies with stocks, by the way, have been completely killed this week... truly annihilated badly... which is a terrific opportunity to get started. We don't want to buy them when they're ramping. We want to buy them when they're getting killed, and they are being hammered beyond belief, which is why you should be doing something, like... buy, buy, buy!

These are all anti-carbon emissions stocks... or lower emissions stocks. And we are buyers into any short-term weakness, because these are multi-year trends that should be strengthened with a democrat, but they could still be meaningful with a republican in the White House...

So, what's next?...

What's the next green energy source we want to highlight?...

(music playing)... The answer my friend is blowing in the wind... The answer is blowing in the wind...

That's right! It's wind power day! We are big believers in wind power, because it's so cheap. But the difficult thing about wind... is that it's so impractical for much of our great country. I mean, think about it... building a windmill in New Jersey for example?...

The thing is, in places where wind is practical, it's fabulous! And, although we're not in The Netherlands, there is a whole lot of this country that's just a windy wasteland... where wind can work.

Wind is far cheaper than oil, than natural gas, than coal, than solar... and, despite the practicality issues, it's totally viable.

Here's the caveat though... Let me just tell you that there is a wind power tax credit that's slated to expire at the end of the year, and the Senate and the House can't seem to come to an agreement right now about how to fund an extension. If this thing dies, the whole segment is not wiped out, by any means, but I just wanted to give you that color before I tell you, I still think it will pass. And, looking ahead to the next administration, if a democrat winds up in the White House, I believe it will be made permanent.

The money is here. But what about the stocks?...

We've scoured our great country for good plays on wind and, as it happens, they're all buried in other companies... which brings me to yesterday... and to the fact that, once again, our viewers... I call them the citizens of Cramerica... are the smartest in the world...

I took a call yesterday from Stephan in Florida... and what was the stock that he asked me about?...

He asked me about TRN... and what did I do to TRN? ... a company that just about everybody thinks of as a pure producer of railcars?... What did I say about it?... I gave it the thumbs down... sell, sell, sell! Well, because I thought that, as a short-term play on earnings, it's really just a railcar thing...

And, as far as that goes, it's true... I don't think their earnings from railcars will be any good. Why?... Because TRN just told us they wouldn't be that good. They just guided down earnings... I'm listening to the company. And that was despite the fact that they make railcars that ship ethanol and grain... and, despite the fact that Cramer-fave CEO, Michael Ward, of CSX... He said that there's going to be a lot of railcar buying... TRN's main lot of business... but I was not going to buck the company... I was not going to buck the company, and buy a stock where they told us not to like it...

But you know what?... I was thinking too small... too rear-view mirror... I was focused too much on the company that TRN is now. And too little on the company that TRN will become.

When I said TRN was a sell, I was breaking wind, when I should have been thinking wind...

Because, here's the thing... TRN also happens to be the largest manufacturer of wind towers in the U.S.... Last year, wind was only 6% of their business. I think it's going to grow to 10% just this year... and I now believe that TRN should be the #1 wind play out there... a mighty wind indeed.

The best comparison I have here, and this may sound a little strange just at first... is Apple Inc. (AAPL). I heart Apple... If you were thinking too small, too rearview mirror about AAPL in 2002 and 2003, thinking of it as a computer company that sells music players, you know you missed the biggest move that we've seen in ages... You didn't see what the iPod and, eventually, what the iPhone would become... fashion accessories!   You missed the idea that AAPL, the tech stock was becoming Apple, the sexy brand.

Of course, I'm very lucky... my daughter clued me into this change, when she asked me to buy her a second, different-colored iPod for the holidays, right after I bought her one for her birthday... I'm also lucky that my kids swear by iChat and now laugh at the pathetic Dell (DELL) and Hewlett-Packard (HPQ*) computers... don't buy, don't buy. They think those are (like) radio... Apple is television.

I reiterate that AAPL must be bought on the strength of iChat and the potential iChat at the iPhone... but that's not what we're talking about. It's an analogy. Sorry to get so sidetracked, but you know that I wanted you to be in AAPL...

We're talking about looking at AAPL as a static PC maker, and TRN, as I did, as a static railcar maker. You can view it as a railcar play... what it is now... or you take the Bobby-Kennedy-some-men-see-things-as-they-are-and-say-why-I-dream-things-that-never-were-and-say-why-not (whew!) approach, and look at TRN as the wind powerhouse it will become.

The company sells at 8x earnings. It's got merely a $2 billion market cap. It's down 41% from its high. Hey, we ain't missed anything right? Even though I don't think the next quarter will be any good, I think this could be like Nabors (NBR), where you have to get in ahead of the bad quarter anyway...

You have to, not because of where TRN is now but, because of where it might be, thanks to its dominance of the wind market. Right now, TRN's wind business has a $750 million backlog. The company expects wind towers to be an $800-900 million business in sales after five years.

This is a company, remember, that's only worth a little more than $2 billion (i.e., its market cap).

TRN's already expanded its existing wind plant. It's building another in Mexico. It plans to build a third in Iowa. TRN is based in Texas, which is the country's largest wind market... around 24% of the installed capacity too.

The wind story is here everybody...

It's not just Green Week. Wind will be here next week, after Green Week... post-Green Week... If there were any company trying to get a presence in this terrific source of alternative energy, I would buy TRN for the windmill manufacturing business, and spin off that train car manufacturing business. I would then bring the windmill business public for what I bet would be the whole... really the value of the whole company... 

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