charlie's column on this. >> "new york post." liz: "new york post." thank you. interesting stuff. shares of philip morris, minutes to go before the close. they are down 4.7%. the tobacco company cut its 2023 profit forecast due to rising cost of energy, labor, raw materials, inflation. philip morris missed first quarter revenues estimates due to lower cigarette shipment volumes. why is the "countdown" closer saying buy the stock, bullish on it? henion, cio president kevin mahn, 7.6 billion in assets. make your case on philip morris. >> if we look out two years, liz the picture is clearer, inflation should be lower, interest rates should be lower and market should be higher. the economy has not felt the brunt of these 4.75 points basis hikes, soon to be 500 in may. where do we put assets? we believe go inn defensive periods that perform well during economic slow downs, does trees, consumer staples and health care. i like philip morris. yes they missed. they pay yield of 5%. forward-looking pe is 16, during recession people continue to smoke. liz: because they're addicted. 5% dividend is generous, is it it