So today the results of 2 very interesting companies - $PM and $TSM. Personally, I'm more interested in the dividend legend, but I'd like to see how the chips are doing too. What do you expect from the companies? And do you have a portfolio of any of them?
I was intrigued by the 35+% smoke free revenue number, a very nice number for $PM. I don't have the company in my portfolio, but if I wanted a second tobacco rep, it would clearly be this one.
I have $TSM which I was counting on a drop, but I'm holding long and the outlook for the next quarters looks promising. I don't have $PM, I've been buying $BTI this week.