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 - 9 of 9

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Member Avatar dtriebel (41.65) Submitted: 8/7/2014 2:57:42 PM : Outperform Start Price: $68.44 WINA Score: +4.12

good CEO, good margins

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Member Avatar hrejvani (< 20) Submitted: 6/1/2014 11:25:17 PM : Outperform Start Price: $65.59 WINA Score: +9.55

value oriented retail

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Member Avatar DJSka (< 20) Submitted: 5/17/2014 11:26:39 AM : Outperform Start Price: $67.41 WINA Score: +3.87

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

Recs

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Member Avatar TMFInnovator (34.76) Submitted: 5/7/2014 9:38:06 AM : Outperform Start Price: $73.04 WINA Score: -4.56

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.

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Member Avatar FoundryOnStocks (30.50) Submitted: 12/18/2013 9:34:13 AM : Outperform Start Price: $78.86 WINA Score: -16.74

Price Target of $92.34 by June 2015

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Member Avatar freecapital (72.73) Submitted: 11/18/2013 11:05:42 PM : Outperform Start Price: $72.76 WINA Score: -8.85

gillies

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Member Avatar rknapton (< 20) Submitted: 8/22/2013 5:31:32 PM : Outperform Start Price: $68.47 WINA Score: -10.94

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.

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Member Avatar JonBarleycorn (71.48) Submitted: 12/4/2012 7:59:50 AM : Underperform Start Price: $52.49 WINA Score: -0.55

Poor All Star OPF with divergence (0.47, 1.45)

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Member Avatar colewm (< 20) Submitted: 3/4/2008 1:17:38 PM : Underperform Start Price: $16.33 WINA Score: -289.58

have nothing good to say about wina except sell now

Results 1 - 9 of 9

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