JJC:    A year ago, we had our first "Green Week" on Mad Money... I picked eight environmentally-friendly stocks for my green portfolio... And now, the results are in... Green has been pants-ing the rest of the market...

The tide seems to be turning green! The stocks in Mad Money's green week portfolio are up... are you ready skee-daddy?... an average of 76.8%, compared to a negative 5.5% for the S&P 500. Who says money doesn't grow on trees?!

Green up!...

The stocks I picked were First Solar, Inc. (FSLR), Foster Wheeler (FWLT*), Shaw Group Inc. (SGR), MEMC Electronic Materials (WFR), Tetra Tech Inc. (TTEK), Fuel-Tech, Inc. (FTEK), and OM Group Inc. (OMG)...

I know that FSLR's up huge... But, even without it, the Green Portfolio is up 35%!... and that's still a lot to brag about...

Tonight, I want to review the stocks in the portfolio, to go over what worked and what worked less... and I want to tell you which of these I think you should dump... and which ones I think are worth hanging onto going forward, or even buying more of!

First, I want to go through the big winners... Then, after the break... this is called a tease... we'll try to learn from the ones that only slightly outperformed the S&P 500.

But, before I start going through the stocks, I want to explain why green has worked so well... and why I expect it to keep working...

A year ago, in our first green week, we correctly anticipated that oil would be up huge to $125... still our price target... and it's higher oil prices that have driven up everything related to clean energy... from solar to clean coal... This is the trend behind the trend... and I don't think it's going away... It's what drove me back to the ag stocks... and I've got a new ag play to talk about after the Lightning Round...

Back to my green stocks...

The biggest winner out of the bunch has been First Solar, Inc. (FSLR)... It's up 367%, since I made it a green week stock on April 17th last year... FSLR is the solar play that doesn't need subsidies to work... and will be the standard in this country, no matter which presidential candidate wins... as it already is the standard in Germany... I think the new president brings in FSLR fast. I also can't stress enough how much (Gov. Arnold Swartzennager) over in California, has gotten behind solar, and how the utilities in California always lead the rest of the country.

FSLR was purely a play on the need for energy that pays back. Sure, right now, an FSLR panel in year 1 is more costly than oil or gas, and certainly more than wind, but these fossil fuels are getting more and more expensive... and are in short supply... Remember, this is the most cost-effective solar play out there, because it doesn't use silicon, and that makes it much cheaper for FSLR to make its panels... to put them right on the roofs of commercial operations and integrate them straight into the grid... This is practical solar... the stuff that works when it's nasty out... not the other kind, where you kind of need 98 degrees in the shade for it to work...

We remain in conviction mode for FSLR... and I think that any big time conglomerate that wants to be in energy, should just swallow the dilution, and buy them!... I think this is to solar what Intel (INTC) was to semiconductors... and I expect it to repeat the incredible performance from Intel from 1988 to 1998...

The next winner was Foster Wheeler (FWLT*)... a stock that remains in my charitable trust...

FWLT, up 97%... This was and is my favorite infrastructure play. We liked it for Green Week, as a play on clean coal... Now, if you think a democrat is going to win the White House, then I think you can bet that FWLT will go up because clean coal, while seemingly oxymoronic, is FWLT's great environmental contribution. Also, if the price of oil stays high, or continues higher, that means FWLT, which builds petrochemical plants and refineries - all of which are in short supply - should work even higher. This one if way off its high... and, unlike FSLR, which could use a little 10-point pullback... I think you should be buying FWLT right here. I think FWLT knows how to make green nuclear coal and coal liquification plants...

We had another infrastructure stock in the Green Portfolio... It was called Shaw Group Inc. (SGR)... up 79% since last year. This one was a play on nuclear, almost extensively... and exclusively...

It's winning energy and power projects all over the world, just like FWLT... but nuclear is the heart and soul of this one, especially as nuclear power plant projects in the U.S. are just starting to get off the ground. If I were you, I'd definitely stick with SGR, although the Street didn't like the quarter...

We picked BorgWarner Inc. (BWA) as a clean emissions play... but I think you should dump this one from the portfolio. It's too tied to auto production... going nowhere.

Another one in the portfolio we want to jettison is MEMC Electronic Materials (WFR)... up 21.7% since last year. It worked because of high silicon prices. I don't think it's sustainable. I believe silicon's the wrong technology for solar. The company has continually had execution warnings... I say (ring the register)... Faded and fatigued... that's how I regard WFR... 

.  .  .  .  .

The Bottom Line!:      The Mad Money Green Week portfolio worked! Money did grow on trees, despite those classes that you took! Stick with First Solar, Inc. (FSLR)... stick with Foster Wheeler (FWLT*) and Shaw Group Inc. (SGR). But it's time... yes, hit the eject button on BorgWarner Inc. (BWA) and MEMC Electronic Materials (WFR).