Universal Technical Institute (UTI)

This stock got hammered pretty hard in April for missing estimates, and has gradually inched down since. UTI reports on the 8th. While the stock is not yet cheap enough for me, I find the company's focus and balance sheet to be intriguing.

United Security Bancshares (USBI)

This is a small Alabama bank with a market cap of $175M, whose shares I own. ROA > 2%, efficiency ratio < 50% and yield of > 3%. Not extremely cheap on a P/E basis (13X TTM), but track record is great. EPS CAGR from 2000-2005 was 23%, no doubt helped by higher spread, but impressive nonetheless when compared to peers.

Comments either way welcome.