I wouldn't be short 3% of my portfolio, if it were "bothersome." Your fabricated "emotion" of mine is sctually mirthful. Fair value is ABSOLUTELY no higher than $10-11...and more realistically $8-9....especially after January 24th. Longs need to take a hard nosed look at the near term risk/ reward. Rouleau couldn't POSSIBLY have turned around the "ship of state" on a dime, in terms of the company's merchandising.
By the way, I was in a Homegoods, over the xmas holiday, and i agree that that store is fantastic, lively, and vibrant...and is only going to create more problems for TUES. (They are being "eaten" on all sides!)