Winmark Corp (NASDAQ:WINA)

CAPS Rating: 4 out of 5

The Company is a a franchisor of value-oriented retail store concepts that buy, sell, trade and consign merchandise.

Results 1 - 10 of 10

Recs

0
Member Avatar dtriebel (34.67) Submitted: 8/7/2014 2:57:42 PM : Outperform Start Price: $68.44 WINA Score: -3.64

good CEO, good margins

Recs

0
Member Avatar TMFTypeoh (83.97) Submitted: 6/2/2014 6:51:31 AM : Outperform Start Price: $66.42 WINA Score: +0.40

Jim Gillies Piggy back.

Recs

0
Member Avatar hrejvani (< 20) Submitted: 6/1/2014 11:25:17 PM : Outperform Start Price: $65.59 WINA Score: +1.59

value oriented retail

Recs

0
Member Avatar DJSka (< 20) Submitted: 5/17/2014 11:26:39 AM : Outperform Start Price: $67.41 WINA Score: -4.02

Incredible management, healthy growth runway in new brands and leasing biz, and heavy insider ownership.

Recs

1
Member Avatar TMFInnovator (48.72) Submitted: 5/7/2014 9:38:06 AM : Outperform Start Price: $73.04 WINA Score: -12.06

Unit-level economics 101:
1) Set up franchise concept (Play-it-Again Sports, Plato's Closet)
2) Build brand recognition
3) Charge franchisees a 3-5% royalty off of annual revenue, while letting them foot the bill for expenses
4) Repeat 1,005 times across the US and Canada

Winmark's consumer franchise operation is a golden goose. The company then deploys the cash to purchase and then finance capital equipment to larger businesses. This is a 'capital allocator' CEO, who also likes to pay out special dividends when there's undeployable cash on the books.

Not a home-run hitter, but still one that I expect to be a steady outperformer for years.

Recs

0
Member Avatar FoundryOnStocks (32.80) Submitted: 12/18/2013 9:34:13 AM : Outperform Start Price: $78.86 WINA Score: -24.02

Price Target of $92.34 by June 2015

Recs

0
Member Avatar freecapital (74.78) Submitted: 11/18/2013 11:05:42 PM : Outperform Start Price: $72.76 WINA Score: -16.49

gillies

Recs

0
Member Avatar rknapton (< 20) Submitted: 8/22/2013 5:31:32 PM : Outperform Start Price: $68.47 WINA Score: -19.10

Long. Owns franchises of Plato’s closet, Play it again sports, Once upon a child, and music go round. Seems like slow growth, but last quarter was great with 15% improvement on revenues and 27% in earnings.

Recs

0
Member Avatar JonBarleycorn (70.89) Submitted: 12/4/2012 7:59:50 AM : Underperform Start Price: $52.49 WINA Score: +9.70

Poor All Star OPF with divergence (0.47, 1.45)

Recs

0
Member Avatar colewm (< 20) Submitted: 3/4/2008 1:17:38 PM : Underperform Start Price: $16.33 WINA Score: -264.26

have nothing good to say about wina except sell now

Results 1 - 10 of 10

Featured Broker Partners


Advertisement