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"An Obama administration is likely to be very aggressive in subsidizing and promoting alternatives, including a windfall tax on oil firm to support development of alternative energy," says energy sector specialist Ellliot Gue.

In The Energy Strategist, the advisor suggests, SunPower (NASDAQ: SPWR) is our pick to play an Obama victory."

"Obama's energy plan calls for generating 10% of electricity from renewable sources by 2012 and 25% by 2025, an aggressive goal when you consider that less than 3% of America's power comes from non-hydropower renewables today.

"Obama has also proposed a windfall tax on oil companies that would be used to support the development of alternatives like solar and wind power.

"SunPower manufactures and sells photovoltaic (PV) solar panels for the residential, commercial and utility-scale markets.

"Residential and commercial solar systems are solar panels installed on the roofs of homes and businesses, designed to supplement power supply from the electric grid.

"And SunPower recently won a contract with Florida-based utility FPL to build the largest photovoltaic plant in North America, a 25 megawatt utility-scale plant in DeSoto County, Florida.

"One of the most important considerations with solar panels is their efficiency ratio, a measure of how well solar cells convert light energy into electric power.

"SunPower's main advantage is that its cells have an average efficiency of 22% compared to an industry average of just 15% -- SunPower's cells are the most efficient in the industry.

"That means that SunPower can generate the same amount of energy as competitors' cells using a far smaller panel. SunPower rates a buy under $110."