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Bob, Rob, Lon and Karen,

I am both a customer and an investor in both TCS and TTS.

I actually was partially assigned on my TTS 22.50 Puts prior to rolling them one month, so I ended up with the shares. With some "buying on the dips" and additional option writing, my position actually turned to green over the past couple of days. I think the basic model of TTS can turnaround as more money goes back into housing (I know when we renovated bathrooms a substantial amount went to TTS). So today, I would say I am both a happy customer, and a hopefully happy investor as the company starts to recover a bit.

For TCS, I am a very happy customer. When we first took possession of our house, the first store we shopped at was TCS to replace the shelving in the pantry and master bedroom. Within two years all the closets were replaced with Elfa. Since then there have been some minor shelving projects in one bedroom and the office, all with Elfa components. Plus the occasional luggage purchase from their travel department. I am lucky that we have a store less than 10 minutes from our home (perhaps that is unlucky). From an investment perspective, this has certainly not gone as well, and like Lon, I will watch this near the end of the year to see what steps to take.

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