WINA

ETF Analysis: The WisdomTree Total U.S. Dividend Fund ETF (DTD) has an implied analyst target price of $87.88, indicating a potential upside of 14.34% from its current trading price of $76.86.

Stock Performance Insights: Notable underlying holdings like Bath & Body Works Inc, Argan Inc, and Winmark Corp show significant upside potential based on analysts' target prices, raising questions about the validity of these targets in light of recent market developments.

Dividend Announcement: Winmark Corporation's Board of Directors has approved a quarterly cash dividend of $0.90 per share, payable on March 3, 2025, to shareholders recorded by February 12, 2025.

Franchise Operations: Winmark operates 1,350 franchises focused on sustainability through its resale brands, with over 2,800 available territories and an additional 79 franchises awarded but not yet opened.

Winmark Corporation Launches New Campaign: Winmark Corporation has introduced a campaign titled "Part of Their Journey," celebrating individuals whose lives have been positively influenced by Winmark's resale brands, which include Play It Again Sports and Once Upon A Child. The campaign highlights inspiring stories from various individuals, including professional athletes, showcasing the company's commitment to sustainability and community impact.

Focus on Community and Individual Stories: The campaign not only features personal journeys but also emphasizes the importance of local communities in shaping these experiences. Winmark encourages others to share their stories, reinforcing its role in providing quality used equipment and clothing while promoting sustainable choices.

Winmark Corp Trading Update: Winmark Corp shares have entered oversold territory with an RSI of 28.5, indicating potential exhaustion of recent selling pressure and possible buying opportunities for investors.

52 Week Performance: The stock's current price is $367.00, within a 52-week range of $330.25 to $431.67.

Partnership Extension: Winmark Corporation has extended its partnership with PGA Tour member Tom Hoge for four more years, during which he will continue to represent the brand as an ambassador at PGA events.

Shared Values: Both Winmark and Hoge emphasize sustainability, community engagement, and long-term success, reflecting their commitment to these core values in their collaboration.

Quarterly and Special Dividends Announced: Winmark Corporation has approved a quarterly cash dividend of $0.90 per share and a special dividend of $7.50 per share, both to be paid on December 2, 2024, to shareholders recorded by November 13, 2024.

Company Overview: Winmark is a franchising business focused on sustainability with 1,343 franchises in operation and over 2,800 available territories, offering various resale franchise brands.

Financial Performance: Winmark Corporation reported a slight decrease in net income for the quarter ending September 28, 2024, with earnings of $11.12 million ($3.03 per share) compared to $11.15 million ($3.05 per share) in the same quarter last year. For the nine-month period, net income also fell from $30.46 million ($8.40 per share) to $30.37 million ($8.29 per share).

Franchise Operations: As of September 28, 2024, Winmark operates 1,343 franchises across its resale brands and has over 2,800 available territories, reflecting its commitment to sustainability and small business development despite the impact of running off its leasing portfolio since May 2021.

WINA Stock Performance: WINA's stock has a 52-week low of $330.25 and a high of $451.30, with the last trade recorded at $372.58.

Market Insights: The article hints at other stocks that have recently crossed above their 200-day moving average, suggesting potential investment opportunities.

Warren Buffett's Investment Criteria: Billionaire investor Warren Buffett looks for stocks with great cash flow, capital-light operations, and strong management, with Winmark and Terreno Realty being highlighted as potential investments.

Stock Advisor Recommendations: The Motley Fool Stock Advisor team has identified 10 top stocks for investors, excluding Terreno Realty, emphasizing their successful track record of outperforming the S&P 500 since 2002.

Upcoming Ex-Dividend Dates: H World Group Ltd, Cheesecake Factory Inc., and Winmark Corp will trade ex-dividend on 8/14/24, with respective dividends of $0.63, $0.27, and $0.90 scheduled for payment in September and August.

Dividend Stability and Predictions: Historical dividend data suggests potential yields of 2.19% for H World Group Ltd, 3.02% for Cheesecake Factory Inc., and 1.00% for Winmark Corp, indicating varying levels of stability in their dividend payments.

Valuation and Mosaic Theory: The podcast discusses the complexities of stock valuation using mosaic theory, which involves gathering diverse data points to assess a company's worth. Analysts consider factors like cash flow, management decisions, and market conditions while emphasizing the importance of a margin of safety in investment decisions.

Costco's Growth and Valuation: Jim Gillies analyzes Costco's current valuation, noting its high free cash flow multiple and recent membership fee increase. He suggests that understanding how Costco allocates its cash flows and its potential for new store growth is crucial for investors, while also reflecting on the broader implications of management incentives and market behavior.

Insider Selling Activity: Lawrence Barbetta, a Director at Winmark Corp, sold 2,412 shares on July 31, 2024, continuing a trend of insider selling with a total of 3,119 shares sold over the past year and no purchases made.

Valuation Insights: Winmark Corp's stock is currently trading at $395.3, which is considered modestly overvalued compared to its intrinsic value estimate of $294.27 per share, as indicated by a price-to-GF-Value ratio of 1.34.

Insider Selling Activity: Director Lawrence Barbetta sold 707 shares of Winmark Corp, continuing a trend of insider selling with no purchases over the past year, leaving him with 6,934 shares.

Valuation Concerns: Winmark Corp's stock is currently priced at $404.78, significantly above its intrinsic value estimate of $293.91 per share, indicating it may be overvalued and suggesting caution for potential investors.

Long-term Investment Strategy: Long-term investors, like Warren Buffett, often aim to hold onto great companies indefinitely, with Amazon and Winmark highlighted as two stocks worthy of a "never sell" strategy due to their competitive advantages and growth potential.

Company Performance Insights: Amazon continues to thrive in e-commerce and cloud services, while Winmark's franchising model yields high profit margins and strong franchisee satisfaction, indicating solid future prospects for both companies.

Consumer Stocks Performance:

• Consumer stocks showed mixed performance, with the Consumer Staples Select Sector SPDR Fund (XLP) gaining 1.3% while the Consumer Discretionary Select Sector SPDR Fund (XLY) dropped 1.7%.

Corporate Updates:

• Winmark (WINA) reported flat earnings in Q2 and a revenue decline, leading to a 2.1% drop in shares. VF (VFC) saw a 13% increase in shares after agreeing to sell its Supreme brand for $1.5 billion. J.B. Hunt Transport Services (JBHT) shares fell 7.2% due to missed Q2 estimates, and Five Below (FIVE) shares plummeted 25% following the CEO's resignation and lowered fiscal Q2 guidance.