Nancy Prial of Essex Investment Management Stock Picks
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Created by barrons2
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Date updated:11-18-2007

"Nancy Prial has propelled the managers Amg Essex Small/Micro Cap Growth Fund to a return of more than 16% this year by identifying big-picture themes and the stocks that will best benefit from them. Since she joined what is now Essex Investment Management in 2002, her fund (ticker: MBRSX) has gained an average of 22.3% a year."

This portfolio highlights stocks that Prial favored in a Barron's interview.

symbol name last price % change open
  • +
  • BUCY
    Bucyrus Internati
  • $52.06
  • -1.05%
  • $51.63

Q: Any other themes? A: Another big focus in the portfolio is the worldwide growth being driven by the emerging economies. We like Bucyrus International [BUCY], which makes coal shovels and drag lines for coal mining, as well as for the oil sands in Canada. We have companies like Kaydon [KDN] that provide bearings used in wind turbines.

People owning BUCY also tend to own: ECAFLIRHANSINGRTMVLOWIRE

TheStreet.com Rating: C What is this?

  • +
  • KDN
    Kaydon Cp
  • $35.91
  • -0.61%
  • $35.77

Q: Any other themes? A: Another big focus in the portfolio is the worldwide growth being driven by the emerging economies. We like Bucyrus International [BUCY], which makes coal shovels and drag lines for coal mining, as well as for the oil sands in Canada. We have companies like Kaydon [KDN] that provide bearings used in wind turbines.

People owning KDN also tend to own: AAPLCATDLBMEANUANWYNNABB

TheStreet.com Rating: C+ What is this?

  • +
  • BBBB
    Blackboard Inc.
  • $41.82
  • +0.38%
  • $41.87

Q: Let's talk specifically about some of your on-demand software picks. A: I would highlight Blackboard [BBBB], which is timely because they reported quarterly results recently and there was confusion surrounding the report, which has provided a buying opportunity.

People owning BBBB also tend to own: AMGNANFCWCOELOSHARIIFMER

TheStreet.com Rating: B- What is this?

  • +
  • SKIL
    Skillsoft Plc
  • $10.63
  • +8.58%
  • $10.16

Q: Any other picks along these lines? A: Another educational play would be Skillsoft [SKIL], which is focused on corporate education and training. Skillsoft is more of a re-emerging growth story than a pure emerging-growth story. The company has been around for a long time.

People owning SKIL also tend to own: HINTLNXMSFTSSIRIULGXYHOO

TheStreet.com Rating: B- What is this?

  • +
  • CPLA
    Capella Education
  • $72.61
  • 0.00%
  • $N/A

Q: Is that it for education ideas? A: This one is not a stock that is inexpensive by any stretch, but it is an emerging leader in the online education space: Capella Education [CPLA], an online-only education provider.

People owning CPLA also tend to own: ATKBOOMCSCOFCXGRMNHOSIDXX

TheStreet.com Rating: A- What is this?

  • +
  • ININ
    Interactive Intel
  • $17.80
  • +1.14%
  • $17.29

Q: ALet's move on to your VoIP ideas. A: A company we like there very much is Interactive Intelligence [ININ], based in Indianapolis.

People owning ININ also tend to own: AAPLAKAMATVICACBCELGDECKDIOD

TheStreet.com Rating: B What is this?

  • +
  • PRXL
    Parexel Internati
  • $12.55
  • -1.26%
  • $12.77

Q: On to health care. A: We like Parexel International [PRXL] and Kendle [KNDL] and they are well-positioned to benefit from the increase in outsourcing. To some degree, these companies are very similar in terms of their business.

People owning PRXL also tend to own: PPDIVZAAPLADSBIDUEPFAN

TheStreet.com Rating: C What is this?

  • +
  • KNDL
    Kendle Internatio
  • $16.46
  • +0.37%
  • $16.57

Q: On to health care. A: We like Parexel International [PRXL] and Kendle [KNDL] and they are well-positioned to benefit from the increase in outsourcing. To some degree, these companies are very similar in terms of their business.

People owning KNDL also tend to own: AMSCCHINACOMSCSCODVAEEMEPP

TheStreet.com Rating: C What is this?

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