North American Natural Gas Supply Creates Small-Cap Stocks with Significant Growth Prospects: a Wall Street Transcript Interview with Nancy B. Prial, Portfolio Manager and Managing Principal of Essex Investment Management Company

Wall Street Transcript

67 WALL STREET, New York - November 8, 2012 - The Wall Street Transcript has just published its Investing Strategies Report offering a timely review for serious investors and industry executives. The full issue is available by calling (212) 952-7433 or via The Wall Street Transcript Online.

Topics covered: Small Cap Investing - ESG Investing - SRI Investing - Long Term Investing - Focus on Fundamentals

Companies include: LeapFrog Enterprises Inc. (LF), Jamba, Inc. (JMBA), Healthstream Inc. (HSTM), Market Leader, Inc. (LEDR), Stewart Information Services C (STC), PROS Holdings, Inc. (PRO), Titan International Inc. (TWI), Lindsay Corporation (LNN), Westport Innovations Inc. (WPRT), Cummins Inc. (CMI), FedEx Corporation (FDX), Canadian National Railway Comp (CNI), Chart Industries Inc. (GTLS), Ulta Salon, Cosmetics & Fragra (ULTA) and many others.

In the following excerpt from the most recent Investing Strategies Report, an experienced small cap portfolio manager discusses her outlook for the sector for investors:

Ms. Prial: ...I mentioned that we are very bullish on the long-term prospects for the agricultural space. There is a company called Titan International (TWI) which manufactures wheels and tires for construction and agricultural equipment. They have manufacturing in the U.S., Europe and Brazil, so they are well positioned for worldwide growth in farming. Lindsay Manufacturing (LNN) provides irrigation equipment and is benefiting long term from this same trend along with a shorter-term benefit next year from the drought.

And finally, on the natural gas vehicle side, of the two companies that we own there, one is a company called Westport Innovations (WPRT), which is a developer of natural gas-powered engines. They partner with Cummins (CMI) and Volvo (VOLV-A.ST) as well as others to develop these engines, and the engines are then used in both long-haul as well as local trucking. There has been a lot of demand in the municipalities, in port areas. We are starting to see some tests of the trucking with companies like FedEx (FDX), who just announced that they're going to start looking at using natural-gas-powered trucks in their fleet, as well as some rail applications with Canadian National (CNI), who announced that they're going to look at using natural-gas-powered locomotives in Canada for long-haul transportation.

And then a company called Chart Industries (GTLS), which is on the infrastructure side for natural-gas-powered vehicles. They provide some of the storage and some of the tanks, some of the equipment that's used with transporting this natural gas, so that you can get natural gas filling stations across the country and transport liquid natural gas across the oceans...

For more of this interview and many others visit the Wall Street Transcript - a unique service for investors and industry researchers - providing fresh commentary and insight through verbatim interviews with CEOs, portfolio managers and research analysts. This special issue is available by calling (212) 952-7433 or via The Wall Street Transcript Online.

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