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 TMFTypeoh (80.03) Submitted: 6/2/2014 6:51:31 AM : Outperform Start Price: $66.48 WINA Score: -4.82

Jim Gillies Piggy back.

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Member Avatar hrejvani (< 20) Submitted: 6/1/2014 11:25:17 PM : Outperform Start Price: $65.65 WINA Score: -3.70

value oriented retail

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Member Avatar DJSka (< 20) Submitted: 5/17/2014 11:26:39 AM : Outperform Start Price: $67.47 WINA Score: -9.12

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

Recs

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Member Avatar TMFInnovator (21.62) Submitted: 5/7/2014 9:38:06 AM : Outperform Start Price: $73.11 WINA Score: -16.70

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 (36.05) Submitted: 12/18/2013 9:34:13 AM : Outperform Start Price: $78.93 WINA Score: -28.20

Price Target of $92.34 by June 2015

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Member Avatar freecapital (73.81) Submitted: 11/18/2013 11:05:42 PM : Outperform Start Price: $72.82 WINA Score: -21.11

gillies

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Member Avatar rknapton (< 20) Submitted: 8/22/2013 5:31:32 PM : Outperform Start Price: $68.53 WINA Score: -23.98

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 (70.22) Submitted: 12/4/2012 7:59:50 AM : Underperform Start Price: $52.53 WINA Score: +16.21

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: $16.35 WINA Score: -240.83

have nothing good to say about wina except sell now

Results 1 - 9 of 9

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