Keeping It Simple

[eastunder]

Earnings start 4-29-19

RIG 4-29 A

AROC 4-30 B
WELL 4-30 B
STX 4-30 B
CMP 4-30 A
MC 4-30 A
EQR 4-30 A

ETR 5-1 B
AI 5-1 B
ETR 5-1 B
FIT 5-1 A
EPD 5-1 A
WMB 5-1 A
HCC 5-1 A

LAMR 5-2 B
MITT 5-2 A
PMT 5-2 A

SFM 5-3 B

DCP 5-6 A
APU 5-6 A

PBR 5-7
TRGP 5-7 B
EFC 5-7 A
OHI 5-7 A
TWO 5-7 A
PAA 5-7 A

STWD 5-8 B
UFCS 5-8 B
CTL 5-8 A

NS 5-9 B
CLNE 5-9 A
GPRO 5-9 A
TCRD 5-9 A

BPL 5-10 B

NVGS 5-14

GMLP 5-30

CPST 6-11 A



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Results:

Twitter (TWTR) reported 1st Quarter March 2019 earnings of $0.24 per share on revenue of $786.9 million. The consensus earnings estimate was $0.15 per share on revenue of $774.9 million. The Earnings Whisper number was $0.20 per share. Revenue grew 18.4% on a year-over-year basis.The company said it expects second quarter revenue of $770.0 million to $830.0 million. The current consensus revenue estimate is $821.0 million for the quarter ending June 30, 2019.

Suncoke Energy Partners LP (SXCP) reported 1st Quarter March 2019 earnings of $0.10 per share on revenue of $230.4 million. The consensus earnings estimate was $0.34 per share on revenue of $232.7 million. Revenue grew 7.3% on a year-over-year basis.

Facebook (FB) reported 2nd Quarter June 2019 earnings of $1.89 per share. The consensus earnings estimate was $1.77 per share on revenue of $16.4 billion

Digital Realty Trust (DLR) reported 1st Quarter March 2019 earnings of $1.73 per share on revenue of $814.5 million. The consensus earnings estimate was $1.65 per share on revenue of $795.5 million. The Earnings Whisper number was $1.67 per share. Revenue grew 9.4% on a year-over-year basis.The company said it continues to expect 2019 funds from operations of $6.60 to $6.70 per share. The current consensus FFO estimate is $6.67 per share for the year ending December 31, 2019.

Gaslog Partners LP (GLOP) reported 1st Quarter March 2019 earnings of $0.43 per share on revenue of $86.3 million. The consensus earnings estimate was $0.43 per share on revenue of $86.8 million. Revenue grew 12.0% on a year-over-year basis.

AT&T (T) reported 1st Quarter March 2019 earnings of $0.86 per share on revenue of $44.8 billion. The consensus earnings estimate was $0.85 per share on revenue of $45.1 billion. The Earnings Whisper number was $0.85 per share. Revenue grew 17.8% on a year-over-year basis.

Verizon Communications (VZ) reported 1st Quarter March 2019 earnings of $1.20 per share on revenue of $32.1 billion. The consensus earnings estimate was $1.17 per share on revenue of $32.2 billion. The Earnings Whisper number was $1.20 per share. Revenue grew 1.1% on a year-over-year basis.

Kinder Morgan (KMI) reported 1st Quarter March 2019 earnings of $0.25 per share on revenue of $3.4 billion. The consensus earnings estimate was $0.25 per share on revenue of $3.6 billion. The Earnings Whisper number was $0.26 per share. Revenue grew 0.3% on a year-over-year basis.

Calumet Specialty Pr (CLMT) reported 4th Quarter December 2018 earnings of $0.56 per share on revenue of $848.0 million. The consensus estimate was a loss of $0.07 per share on revenue of $716.0 million. Revenue fell 4.1% compared to the same quarter a year ago

CVI reported 1st Quarter 2019 diluted earnings (ex-items) of $1.00 per share. This beat last year's same period results by 45.39%.

Martin Midstrm LP (MMLP) reported a 1st Quarter March 2019 loss of $0.09 per share on revenue of $251.0 million. The consensus earnings estimate was $0.22 per share on revenue of $276.5 million. Revenue fell 11.7% compared to the same quarter a year ago.

Rambus (RMBS) reported a 1st Quarter March 2019 loss of $0.08 per share on revenue of $48.4 million. The consensus earnings estimate was $0.23 per share on revenue of $99.0 million. The Earnings Whisper number was $0.25 per share. Revenue grew 4.2% on a year-over-year basis.

Changyou.com (CYOU) reported 1st Quarter March 2019 earnings of $0.69 per share on revenue of $123.3 million. The consensus earnings estimate was $0.40 per share. Revenue fell 10.1% compared to the same quarter a year ago. The company said it expects second quarter non-GAAP earnings of $0.41 to $0.50 per share on revenue of $110.0 million to $120.0 million. The current consensus earnings estimate is $0.46 per share on revenue of $106.8 million for the quarter ending June 30, 2019.
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Tentative:



SDLP