michelcarroll/llama2-earnings-stock-prediction-fine-tune huggingface dataset:
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yeah, I -- it's -- you've asked a question that's sort of unknowable. I guess what I would say is, in terms of looking forward, we think our expenses as we sit now, are kind of a good run rate. And there is a potential for us to have additional over-performance as we go through this year. And if we do, that will be -- start to be an indication of maybe betterment versus acceleration. So, that's why we expect that to trail down more as we go through the year. It's still up versus what we originally thought for the year. We always have a seasonal high impact in the first quarter anyway, just given seasonality of U.S. collections. So, not sure I can dissect it really more for you than that.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
See, this is reasonable than anything else. Sure.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yeah, I think it's the things that we've talked about previously with the initiatives that we had around managing our labor, and the variability in our cost structure. And so with the help of our technology, especially with WMC, I think our decision making is a lot better, our planning is a lot better. We're working more closely with our customers to be more efficient in how we plan that labor. And so I think it complements all the things that we put in place. This was a quarter that we obviously were stressed by inclement weather and other factors. And so those -- those initiatives got tested. And I think we, we proved that we can continue to deliver good margins, even with stress on the on the demand side.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yes. Probably a good way to think about it is we're going to spend just a little north of $200 million this year in growth capital. And some of that's going to come online early next year, some in late next year, some of it maybe even the following year. Part of that's in the protein space, it's a little bit slower growth. Some of it will be in, as I mentioned before, debottlenecking-type projects that are going to be fairly -- started fairly quickly. I think probably a fair rule of thumb would be to assume a mid-double-digit return on capital and probably lagging in at ratably over next year to whereby the end of next year, most of the capital we spend this year, probably a majority of it will be up and running by the end of next year. Some of it will carry on beyond that, but it's a list of long detailed projects. So it's hard to just give you one simple answer.

    Prediction (one of UP, DOWN, SAME): UP
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Hey, good afternoon, guys. Excellent follow-up on hiring question and Glenn, just kind of big picture, how do you get comfortable with this idea of hiring kind of six months out, especially in a market like what today is that harder than it has been, at least a decade it's not really kind of ever. It's different in that -- there's uniqueness to with people moving around a little bit more and remote work and maybe some uncertainty around how long all this flats, rates moving up inventory being low.
So just curious how you think about hiring thinking that far out, it's the kind of the first question.

    Prediction (one of UP, DOWN, SAME): DOWN
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yeah, there is a number of deals that we're currently looking at and we're currently working on. I don't like to get down into the specifics of these deals for competitive reasons. But what I would tell you and what I do think is interesting is that we -- we've been competing for these deals, and on three recent ones, we were actually the high bid and yet the seller changed their minds and decided to not transact, even though we were the high bid in one case, we hit the number that they were looking for and they just changed their minds and walked away from the deal.
So I think Timberland M&A is picking up, it's getting interesting, people are seeing TimberMart-South data, they're seeing $1,500, $1,600 lumber and they're getting excited. And so the bid-ask spread may still be wide between buyers and sellers, but we continue to kick the tires on deals, and in fact, we did won a Mississippi this last quarter, it was 1,100 acres, it was an 11% IRR. So it created a lot of shareholder value for us, but we're not going to chase deals and overpay. We're only going to do deals that create shareholder value just like that one that we closed in Q2.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yes. I'll take that. I included in my prepared remarks one line that said -- was supposed to be hinting please don't count on this kind of growth every single quarter, quarter-on-quarter. Yes. So there are components. I mean -- and this kind of went back to the question about trailing edge foundry and how do we see that going forward. We don't see that abating, but that is an area where we're seeing tremendous demand right now. And eventually, that may not kind of keep pace quite with the growth in the installed base. But no, the elements you think about what's in there, spares continues to grow with installed base. And as we've seen, there's tremendous growth in installed base. That becomes a recurring revenue stream going forward that really is just based on customers continuing to utilize what they've already bought. So we feel very good about that. So if there's one part that you might see a little bit of investment timing impact, it would be specialty technologies and trailing edge or non-leading-edge foundry. But our near-term outlook for that remains quite strong.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
That is the unintended consequence of a higher stock price.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
As Correne mentioned in her prepared remarks, we feel great with that increased guidance range of $210 million to $230 million. And your memory was spot on, Alex.

    Prediction (one of UP, DOWN, SAME): UP
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Ryan, this is Trevor. First of all, thinking back, this project would have started in 2019. Our -- as we work through the project schedule, the engineering, procurement is a big part of that. So at this point in time, we were anticipating a first quarter certificate order and into construction. So from the procurement side and our main contract side, we're actually fully procured and have all of our contracts in place. So as it relates to North Bakken, it shouldn't be a material issue.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Hi, good morning. Maybe just a first question around just the organic sales outlook. So, heard you loud and clear on the RFP getting better as you go through the year. I just wondered if you could revisit perhaps the organic growth outlook by segment. You gave numbers on the Q4 call for each one. Just wondered in the context of your higher organic growth guide, it looks like about two points maybe firmwide, which were the divisions that really led that organic growth increase for the company overall?

    Prediction (one of UP, DOWN, SAME): UP
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
They could inquire on our customer service line and reach one of our sales folks. I'm sorry, I'm not going to comment on specific prices.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yes. Should I take it, Jen? Or do you want to --

    Prediction (one of UP, DOWN, SAME): DOWN
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yes. Look, Jakob, they go back probably to the start of the calendar year. And this is on the input side, this is on the upstream side. First of all, demand is high up through the value chain, including on the resin producers. And we had winter storms here in North America in, I think, in February, which led to some plant outages and some plant damage, and some of the shutdowns go back all the way to that period in time and we were wearing some of that through the end of the third quarter and fourth quarter of fiscal year, last year and then that's continued we've had a couple of suppliers with real issues, one in particular in North America related to that winter storm and then taking some preventative downtime during hurricane season.
Just a litany of issues leading to us being at less than a 100% allocation. And we also had another supplier that we sourced from in South America. And we also the time source opts in North American to supplement. We had a plant go on fire in Brazil and take that plant down for quite some period of time. That actually happened in this most recent quarter. So, in one way, shape, or form we've had supply disruptions on the PET resin side from early in this calendar year.

    Prediction (one of UP, DOWN, SAME): UP
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
I'd say it's more in last step today than perhaps where we were historically, Josh. And we look at this very closely in particular markets where we want to protect our market share or gain market share. There's other markets where we probably given a bit back on our conversion story, intentionally because we didn't have the capacity in that region to service it when it came up. As you know, and we've discussed, it's really been in an availability game here. I mean, in the industry for the last eight months -- six to eight months. But I would tell you that, that advantage has probably collapsed some because of our escalation in price. But I think we also know very cleverly where that is and how to make in-game adjustments if necessary.

    Prediction (one of UP, DOWN, SAME): UP
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yeah, that's a great question. And it's-- we're-- as you know we have-- as you probably know, we have Vinnie Vellucci, fromer President of Arrow, of Americas, of Arrow, and that's a question we address all the time. At this point, everything we hear, we're getting the impression that there isn't double booking out there, but you just, you don't know. And I would think that you would probably see it more in the semiconductor area that are really stretched out long lead times than our product line. But it is a concern that people bringing in too much inventory, just as Mike -- I think just a concern is bringing the double booking is people bringing in inventory too soon. So why bring about part in 20 weeks, if you're not going to get the IC in 45 weeks. And that's a concern that we try to look at, and you can leave -- do you have non-cancellable orders, do you have non-schedule change orders and we looked at that, but we haven't implemented at this time.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Absolutely, the latter. I would say companies are being more strategic. They're in the new normal, and it's time for them -- Even with regards to SolarWinds and events of that probably, but first was kind of reactionary what do we do to patch and solve and we're seeing customers across the board be very strategic across the how they're going to secure their future and looking to be more programmatic, and definitely faster in adopting cloud.
And, we can see that also in the new logos where deal sizes have increased as they take a larger bite, because they're being more strategic, they want to start a PAM or an identity security program.

    Prediction (one of UP, DOWN, SAME): UP
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
You're welcome.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Generally speaking, it is somewhat across the board. I think for -- if you are a President of a college or if you're principal of the school, you're just trying to protect the kids as best you can, right. And so we don't see a real distinction between maybe doing more disinfection in K through 12 than higher Ed, it's similar across the board.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
It was really a combination of both Steve. The -- we -- For much of the fourth quarter we were completely sold out. We tried to minimize displacement from political, there was a little bit of displacement our results would have even been better. We could not accommodate all of the advertising demand on our air without having excess amount of commercial clutter. But there was also some solid pricing growth as a result of the high demand for inventory.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yeah. Thank you, Chris. Peter here. So, look, from a trend perspective, what we've seen this past quarter has largely remained in line with what we've seen in recent quarters in terms of trends and transaction volumes.
We obviously started to comp a bit against the initial impact of COVID at the end of the quarter. So our expectation has been that, you know, order volumes would start to see some near-term impact from increased vaccine -- vaccinations and pent-up demand for in-person dining, which, you know, from our perspective is likely to play out a bit more in Q2 and Q3. And while early, we have started to see some signs of that in April. Again, in line with our expectations.
But I think from a high level, I think, you know, we're really excited about the underlying trends of the business. They continue to be strong I think as evidenced by our Q1 performance, and as well as our guide for the next quarter with a 40% year-over-year target at the midpoint of the range. So really excited about the trends ahead.

    Prediction (one of UP, DOWN, SAME): DOWN
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yeah. We would expect that we'll still be able to stay ahead, Jon. I mean, because, if you recall, we implemented our normal round of price increases that took effect, some in January, some April 1, some in the U.S. the third week of March. And so those are all in place. And we should not expect any erosion to margins, as a result of inflation in the first quarter. But once again, we're trying to get ahead of what we anticipate coming down the road.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Great. Thanks very much. On the growth in quota-carrying capacity, any reason we shouldn't expect that to expand at least in line with revenue, if not faster?

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Thank you, Justin.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yeah, go ahead.

    Prediction (one of UP, DOWN, SAME): DOWN
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yeah. Sure, Deane. As I said in my prepared remarks, I think some of this -- I'll just start first with all the headwinds that I've mentioned. At the same time, all the other actions that we are also taking to continue to drive operating rigor, whether it's raising price, driving operating rigor and continue strong cash flow.
So I'll keep all that first with the headwinds with some partial offsets that will take a little bit of time to implement. As regards legal fees, and you can see this more -- or legal costs, you can see this more as you -- as we file our Q this morning, but there are a couple of things. You'll see the PFAS reserves are up around $50 million between the end of fourth quarter to this quarter. And then the mass respirator accrual is up approximately $20 million.
To predict what exactly is going to be in the second half of the year is quite tough. But what we do see is as we prepare for some of these trials, example, the combat arms trial that's on in Florida right now with the MDL, as well as some of the other cases that will start picking up in PFAS, we expect that our legal fees -- or legal cost to prepare for these trials will go up during the second half of this year.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yeah, sure. The first question, again, I mean, of colon blood versus Cologuard 2.0, the key thing there is that when you enroll a patient into the study, you're asking for stool and blood. 20% of the time, they provide stool but not blood. And this is indicative of something that we have known for a long time is patients prefer getting screened with an at-home test than getting a blood drawn.
We think that that is a powerful indicator of where the market is long term. We believe that the two leading tests will continue to be colonoscopy and Cologuard. That is really the significant one. And then, Jeff, do you want to take the second point?

    Prediction (one of UP, DOWN, SAME): SAME