My friend made a lot of money from TSL

Sell - Price 23.79 on March 24
by Collins Stewart

We are launching coverage of the A shares with a Sell rating and a 20 target (and the B shares, SPWRB, with a Sell rating and an 18 target). The primary appeal of SP...is rooted in its strong market share in the U.S. solar market, which appears set to grow substantially, but not necessarily the next few quarters. While [calendar '09 has started] rather weakly, the expanded investment-tax-credit policy that went into effect Jan. 1, and the stimulus bill enacted in February, create potential for a prolonged period of growth starting in 4Q09 -- when the loan guarantees and solar grants in the stimulus bill are rolled out. [We believe SunPower's] gross margin will come under pressure. If polysilicon prices were to fall to $60/kilogram in the year ahead -- [which] we believe likely -- greater processing costs may exceed premiums it charges and...its cost savings from lower polysilicon consumption. Market cap: $2 billion.

He [Clifton] cited Vestas Wind, First Solar, and Sunpower as beneficiary stocks.

http://electionstocks.com/2009/02/18/more-stimulus-winners-from-clifton/

tradeable

SunPower(SPWRA)? No thank you.