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So today the results of 2 very interesting companies - $PM+0.3% and $TSM-0.8%. 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?

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I was intrigued by the 35+% smoke free revenue number, a very nice number for $PM+0.3%. I don't have the company in my portfolio, but if I wanted a second tobacco rep, it would clearly be this one.

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I have $TSM-0.8% 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+0.3%, I've been buying $BTI+0.6% this week.

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