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
 
That's a really good question, John, you want to take a shot at that and [Technical Issues] data I have.

    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. First, Jeff, before I turn it over to Tim, the VFN, the way it's calculated and the way that our cash balance calculates, it doesn't really change the leverage when we paid down the VFN for the covenant calculation. So it will remain kind of in that low four-point range even after we paid down the VFN. Now I'll turn it back to Tim.

    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's Kew. Look, the environment right now is very robust in the capital markets. And when you marry that with the fact that we've been working really hard on the investment platform side, investing, working with our portfolio companies and our funds that we think have been constructed well, those portfolios are maturing and they're seasoning. And so to the extent that we can take advantage of these capital market conditions, you should expect that we will be doing that. And that is why I made the comment that the pipeline of realizations continues to grow and we intend to be active. Now look, my crystal ball isn't perfect with respect to capital market conditions in the future. And so I just want to point out that a big part of the appreciation and our views on realizations are dependent in large part on making sure dependent in large part on the environment being healthy. And to the extent that, that is the case, we do expect to see a meaningful ramp-up in exit activity, which should drive strong distributable earnings for the balance of the year and beyond.

    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, hi, thank you for taking the question. So focused on LGM and the comments about organic growth by region specifically, just hoping for a little bit more color as to why Western Europe would be up more than 20% versus the low-double-digits in North American emerging markets. I don't think it has anything to do with the more pronounced inflation there. So I was just wondering if you could -- if there is some explanation for the divergence in the trends there. Thanks.

    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 think it's a combination. I think the students returning to campus was roughly on our estimates; some up, some down a little bit, depending on the individual university or account. So I think all in all, that was relatively neutral but we had an extremely good new account sales year and a great retention year as well. So I think that was the key driver for Higher Ed.

    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
 
Good morning, Josh.

    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, Blayne, I'll take that one. Yes, based on the guidance I gave, you'll see that we are expecting IDP to grow. And it will be -- in the lower end of the range that James typically gets. He gets 10% to 15% per year. And we'll be in the lower end of that range given the dynamics James mentioned.
We expect to see a lackluster infrastructure build-out in the first half, and we're expecting that to pick up in the second half. But we're also seeing, in his business, just great opportunities to continue in WiFi. Power management is growing strongly. The defense business is strong and durable, so still a great year for his business ahead of us.

    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
 
Your 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
 
You know what, I don't think so Cosmos. There are certain circumstances here which made it particularly important in terms of having this as a feature that would salience. And so for us optionality is key. We have a full land package, which is really important. The stream and its residual amount 25% is actually meaningful equivalent net smelter returns. So it's size such that our optionality is right over time and we're not giving up too much of that. So we have to balance that out versus what the operator is looking for. You have seen more of these things, but certainly not something we strive to do.

    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
 
No. We're going to do that pretty quickly, I would say, here over the next month or so. That's easier to do because we'll be able to use derivative instruments to do that than legging in with progressive purchases in that portfolio. So we'll be able to -- as we did by putting $10 billion worth of swaps on in early March, we'll be able to move pretty quickly to shore up the duration there and at least move it to be shorter. So you'll see that happen here pretty quickly.

    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
 
Hi, this is Ziad on for Ben. Thank you for taking my question and congratulations on a strong quarter. Just a few questions here for you. First, some headlines are pointing to an increasingly difficult macro situation in Brazil with the COVID situation, some FX volatility and some uncertainty in just the economic outlook. Can you talk a bit about the potential risks to your operations if these materialize, if the country were to go into shut down or quarantine? And maybe what kind of measures you have in place to kind of address those concerns? And then separately, can we talk a little bit about your capital allocation leverage now has improved materially over the last few quarters. Free cash flow generation is positive and it looks to be positive if those spreads maintain over the course of the next half at least. So just maybe some guidance on where your capital allocation priorities lie today? Thank you.

    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
 
Good morning, Heather.

    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. Betsy, this is Andy. I think there is a pretty significant opportunity here. First of all, there are a number of use cases that we're currently working with, with a number of customers across many different industries. But I do think that everything from the way request for pay, daily payroll, the way you're managing receivables and payables, the information that comes with it on an auto reconciliation. There is a lot of opportunity.
Now, the challenge is, there's a lot of time here our investment required to get to that opportunity, and that's why we're working with the -- with our customers because we want them to understand the opportunity and we want to work with them on that investment and the change in their processes to gain that opportunity. And -- but I do believe that there is a pretty significant change coming and the payments mechanisms that we have used for years and years, particularly in business to business is getting about checks, initiation wires, are all going to migrate fairly rapidly over the next few years.

    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. As I mentioned, we saw alternative sanitizers increase quarter-on-quarter -- or sorry, year-over-year in the quarter, but not as much as Tricolor, so -- the chlorine tab sales. So not a big shift from an overall percentage. And again, we've talked a lot about this, but we're agnostic.
If the consumer wants an alternative sanitizer, we're going to provide that solution for the consumer. So it's certainly seeing some increases, but not compared to what we're seeing in the chlorine tab market.

    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
 
All right. Good morning and thank you for taking my question. The slides you guys provided on -- I believe is page six, picture of the category performance for QxH, excuse me, was very helpful. I was curious if you guys had talked about how what categories we're shifting as the United States reopens? And even if you could provide color sequentially throughout Q1, what categories kind of came back month-to-month as well? Thank you.

    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
 
No, Steve, this is Joe. We are not, I mean, they did announce a delay. We do not expect any similar delays on our projects. We have good visibility on it. We feel very confident.

    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
 
Remember, we're in very infill locations. People who want to live close to good schools, close to their jobs. And so we're not necessarily marking to the broad in terms of the averages. And then again, think about the markets we're in, too. And we're specifically in the Sunbelt, in the Southeast and West where people are migrating to. And so there's a big cohort of people out there who like the subscription economy who want to rent, and they certainly have the economics and the capability to buy, but they're choosing not to for a lot of reasons. And we're trying to provide them that product and that service, and Charles and team are delivering on that. So I think it continues to work for us, and we hope for -- continue to make that available perhaps going forward.

    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
 
Thanks, fellas. Good morning. Let me also open my observations around the cash numbers [Inaudible]. Expect to go second in the queue.
All right. Hopefully, you can hear me OK. Joe, the -- or maybe Jason for this one. On the cash flow, obviously, as things improve in the second half of the year, you've shown us that the cash coverage is going to be there, but you still have the cash return commitment to investors while your balance sheet is somewhat elevated.
So can you walk us through how you will prioritize the incremental cash returns actually over the next year or so? Will the balance sheet take priority beyond dividends. That's my first question and I have a follow-up, please.

    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
 
Hope everyone is doing well. I think you mentioned on your -- your healthcare portfolio is over $1 billion in sales now, and you referenced asthma opportunity. Just kind of wondering here on the $1 billion in sales, how much of this has to go through kind of increased regulatory approvals or be produced in kind of clean rooms? And maybe what the returns here are relative to the broader portfolio?

    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
 
Yes, it's really the headwind both from a stand still. So the zero to 3% portion because that's what I'm saying. Once we start to lap it in a few years and we've got a consistent growth model going, that headwind dissipates.

    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
 
Not meaningful, Erin. I think the operational companies are both moving in a strong direction to the second half of the year. We kind of outlined that. There are other elements, of course, in terms of numbers of the stock count, I made reference to the fact that we'd be about 83.6 million -- or about 83.7 million shares, my apologies, in the second half of the year. That obviously has a bearing on the EPS number. But the underlying operating income and indeed, EBITDA are moving solidly in both organizations in the right direction, and we're pleased with that and that we'll see good uptick quarter-over-quarter and indeed year-over-year. So I think predominantly, we're moving in the right direction. We'll start to see some of the synergies impacting. But the work we're doing around synergies is for the long term, of course, and we're putting the steps in place now that will really benefit us over the next number of years. And of course, a little bit this -- in the first six months, but certainly more thinking about '22 and '23 in that regard. So strong operational performance rolling forward into Q3 and Q4.

    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
 
Thanks, A.J.

    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
 
And it's brighter at night than it was last week. No, on the license side, look, that's something we've been signaling for a long time and we expect that to decline over time. Now, we don't expect it to go away. We think there is a segment of the market for whom IdentityIQ is the right product, but IdentityNow is capable of serving every segment of the market. We've talked before about while IdentityNow might not be able to serve the high-end or it might not be able to serve the largest etc., it's there, it's there, right? It is a product to conserve any part of the market.
Now, there are certain customers who might want their data on-prem or who might need to have single tenancy for regulatory reasons or for their own security policy reasons, whatever it might be and IdentityIQ is there for them. But fundamentally, our growth is coming from IdentityNow and you should expect for IdentityIQ to be declining. We're going to go into more detail on that tomorrow and give you a picture of what that looks like in 2021 and versus 2020, and what that looks like over the next few years and our current expectations. But that's definitely the view that you should have is that that is becoming a smaller piece of the business.

    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, as you could have seen, compared to cash balance at the end of the quarter with the one at the end of the year 2020, take out the money that was raised in March, we definitely see a very powerful cash flow positive quarter, so hopefully, we'll continue with this track. Let me remind that what Dubi said, that we planned considering the current situation of the components market, we plan to further increase our inventory to avoid any hiccups in the deliveries, so yes, we definitely expect a positive cash flow 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. So I think we saw relative to Q1 of last year, we saw improvement in terms of expansion, retention and new business. So again, I think it was very broad-based. On the new business front, you can see we added a lot of new logos this quarter and lot of those were driven by corporates. But we did see good uptick across some other firm types as well. But again, I think it just speaks to that we're firing on all cylinders here. And every way that you look at our business and how we're measuring it, we're seeing good momentum.

    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
 
Sathish, we're very optimistic about demand, and we didn't see any measurable change within the quarter. We -- our objective is to serve our entire customer base, and we have a portfolio of products, including rebar merchant and wire rod. And as you know, the market has been extremely strong in the U.S., and we're trying to balance the needs of our customers and provide the best service that we can. But there's no underlying market situation that is driving that.
I would remind the callers that our Jacksonville facility has been repositioning their mix to a higher portion of wire rod, and that's part of the impact that you're probably seeing.

    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'd say that's -- Sean, that is -- the shot in the dark still at base case at the moment. We're only just -- there's still a lot of equipment out there. But yeah, I look forward to this bell curve, right? It's probably going to take most of the first half of this year to sort of come up with the plan, the efficiency plan on how we're going to do this. Majority of the savings will come next year on the capital side and then some of it will slide into 2023. So thinking about the bell curve there, I'd roughly [Indecipherable] to give here the plan, I sort of feel half of it's going to come next year, maybe a quarter or the second half of this year or a quarter in 2023. It might drag out a little bit further to 2023. Yeah, we're still in that general shot in the dark that we had plus or minus $55 million we think it will help us on that.

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