What are the Einstein’s “Space Energy” stocks from Kent Moors?

I’ve got no shortage of possible topics to write about after a couple weeks respite — the teasers didn’t stop flowing while I was gone, and the hyperbole hasn’t been turned down for the sultry days of summer — but the one that’s been requested most has been the “Einstein’s Space Energy” pitch from Dr. Kent Moors for his Energy Inner Circle trading service.

And yes, it’s all about solar energy — he says he’s got three “Alpha Solar” companies that he thinks will make us rich with 20,000% windfall opportunities… with the line that “The coming global transition to solar electricity is an energy game-changer unlike anything since the dawn of the Oil Age.”

So what are the stocks he likes?

Well, presuming that you don’t feel like coughing up $3,950 (OK, OK, it’s “on sale” for $1,950), let’s see if we can identify the picks for you from the clues he provides in the ad… ready?

Moors says that “Right now, we’re at the pivotal moment in the most lucrative ‘mega shift’ in energy history” as technological advancements have steadily brought down the cost of solar power generation to make it competitive with fossil fuels, and that’s basically the big picture argument — that solar power, or “space energy,” is in an unstoppable advance, and will soon be the number one source of electricity on the planet. Here’s some of the spiel…

“What I CAN give you, though – if you make the one move I’m about to show you… Is a lifetime of potentially huge wins as this global energy ‘mega shift’ plays out.

  • In ever-more-efficient solar “harvesting” technologies…
  • In conversion-to-AC and transmission technologies…
  • In efficient integration of solar into the electricity grid…
  • In specialized adaptive solar grid infrastructure…
  • In new energy storage and portability technologies…
  • In powerful solar “micro grids” for the military and for remote applications…”

And a bit more…

“… solar power is on pace to multiply 5,400% globally by 2050.

“So theoretically, if your solar stocks simply reflect the industry’s growth…

“It stands to reason that a basket of decent global solar plays would make you 54 times your money over the next 35 years.

“But here’s the thing…

“The “alpha” investments in ANY sector outperform simple industry growth exponentially.

“And as the record shows, I’ve got a unique ability to hone in on these ‘alpha’ companies – in any market conditions.”

There’s a lot more of this big picture argument, but I don’t want to bore you (you can see the whole ad here if you like)… And then finally we get into the hints about the specific stocks…

“URGENT SOLAR ALPHA #1: THE “STANDARD OIL” OF PV

“China produces 70% of the world’s solar modules…

“And I consider THIS company to be the best of the more than 400 Chinese PV solar companies currently in business.
That’s because they’re one of the few vertically integrated PV manufacturers in the entire People’s Republic….

“Not only are they poised to increase their market share substantially as this shortage takes effect…

“But even more so because of their ability to buy up their smaller, less financially sound competitors….

“Just a few weeks ago, the Chinese government ordered a mass consolidation of the domestic solar industry….

“These guidelines call for only 10 companies to be producing 70-80% of Chinese solar PV modules by the end of 2017!

“And yes, according to all my research…

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“This ‘Standard Oil of PV” company is going to be one of them – a BIG one… they’ve already started scooping up a number of their smaller, financially distressed competitors in anticipation of this consolidation.

If you make only one investment on this “mega shift” to solar I’m telling you about…

“THIS IS IT.”

Sounds quite irresistible and yet frustratingly non-specific, yes? Well, that’s the problem the Thinkolator runs into on this one — there are a half-dozen large Chinese companies who dominate the solar cell production business, and many of them are more or less vertically integrated and in an acquisitive mood of late. And they do trade on US exchanges, for the most part.

So which one is it? The only additional clue we get is that “already this year, their stock is up more than 55% on the NYSE!”

Well, that narrows it down a bit — both because there are only a few Chinese solar companies that have been up by 55% or more year to date in 2015, and because several of the Chinese solar companies trade on the NASDAQ, not the NYSE… so the best match, though I can’t call it definitive, is Jinko Solar (JKS). Trina Solar (TSL) is fairly close, and the far larger Hanwha Q-Cells (HQCL — long ago known as SolarFun) might be more attractive as a consolidator, but TSL hasn’t been above a 50% gain this year and HQCL doesn’t trade on the NYSE, so that leaves me with JKS.

Is it any good? Honestly, I have no idea — and after the scandals of Hanergy (HNGSF) this year and Suntech Power (STPFQ) and so many others in previous years, I have a hard time trusting the accounting of these acquisitive Chinese firms who do so much business within their own conglomerates. I’d have to study them all a lot more closely to be comfortable with their prospects, and even then I’d keep positions small — I agree that solar power is on a strong uptrend, thanks both to government subsidies and to the huge supply increases from these Chinese firms in recent years, but it&