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
 
Everybody, thanks for taking my question. Wanted to ask about some long-term supply agreements that may support that 60% of your sales that are sourced externally on the front-end side and the 40% on the back-end side. I know some of your competitors are entering LTSAs and quantifying them in SEC filings, and I haven't seen your Q yet, but have you guys officially entered into more LTSAs? And maybe you can just sort of give us a sense of how they rank relative to your sales or how they rank relative to the last quarter. And then on the flip side of the coin, I was curious to know what your financial penalties may be for those customers that have entered to noncancelable, nonreturnable backlog agreements with you guys?

    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
 
When it's closed, and I think we are thinking that this transaction is going to be closed in the third quarter of this year. So that's our expectations. And the PayTV license, we hope that we can get a PayTV license. We're working to get the PayTV license. And well, nothing to say. Only we are hoping that we'll really get the PayTV license. So that's a lot of time working on 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
 
Sure, Brennan. It's Eric again. I think there's a real range here. What you tend to get -- it's not whether it's Alpha deals or classic custody and accounting deals, it's really the size of the deals tend to come at different fee rates. And so we saw some larger deals this quarter. And because the denominator of assets is larger, they will come a little lighter in terms of fee rate.
On the other hand, in first quarter, we had a set of wins that were well above our traditional fee rate. And so you kind of have a number of combinations. And what we're always doing is on a profitability basis and an incremental basis, always making sure that as we add revenues, we do it at healthy margins. We use it as a way to control our costs and be disciplined. And so I think fee rates will bounce around for wins in one quarter versus the next, but we're actually quite pleased with the fee rate for the first half of the year is well in line with our overall fee rate for the Company. And that bodes well as we leg into and implement some of these new wins.

    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, good morning. I wanted to go back a little bit to the -- some of the consolidation questions. Lance, I think your comments this morning and in the past have been kind of cautious about rail consolidation. Are you essentially against consolidation? Would you say we just don't think it should happen? Or is that kind of overstating it? And then in terms of gateways, I mean, obviously, you do a large amount of business at the Laredo gateway. How do you protect yourself if CP or CN gets KSU, and there's some essentially bridge traffic that you have from Laredo to Chicago that would potentially be at risk? So how do you think about what you need to do to protect yourself at that gateway?

    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
 
Oh, I think that part of what we're seeing in the increase is customers want more protection. And with that protection comes a cost. And will that continue? That will be it. But my suspicions are that this is going to continue going into the next year as more and more customers are coming to us. Our customer count of new activity is going way up. And that's, as I said, good for the industry, good for distribution in general. And people aren't coming to us for commodity pricing problems right now. They're coming to us for complex supply chain problems, and we're helping them solve those. So that's what we're seeing with our supply chain services. And I know there was a question earlier about the services. I guess I just neglected to say that our supply chain business is probably the fastest-growing business we have in-house right now.

    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
 
Thanks, again for the excellent question. I'm thrilled to receive so many questions on our pipeline. I think too often the street values Aldeyra as a dry eye disease company. Our pipeline, as you know, extends well beyond the two indications that we're moving forward for reproxalap and as we look forward to the future, I think that there will be a lot to say about not only anterior ocular inflammation but also retinal and systemic disease.
In terms of asthma specifically, asthma, psoriasis, and COVID-19 are proof of concept of phase 2 clinical trials as you point out not only are clinical endpoints assessed but also biomarker assessment that represents a large portion of the output of those trials. Asthma is particularly interesting not only because it is a TH2 allergic-type inflammation, where we have at least with reproxalap consistently demonstrated activity. But also because of the number of clinical and biomarker endpoints that can be assessed associated with asthma. Two examples are the standard pulmonary function tests associated with most asthma clinical trials and eosinophil sputum accounts, which is a measure of inflammatory cell counts in the sputum of patients.
We're also intending to measure plasma cytokine profiles, plasma RASP profiles and I'm really excited to assess all these different data, which will point us to mechanistically appropriate clinical indications in the future for ADX-629.

    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
 
So Patrick, you broke up a little bit, but I think I understand the gist of your question. So from an AP -- from a packaging perspective, the demands are increasing across a variety of different applications. And the leading manufacturers, the leading IDMs are certainly investing significantly more R&D dollars and capital dollars toward expanding advanced packaging, technology and capacity. From a volume purchase agreement, you're right. These top IDMs, where we're also gaining traction with our metrology platforms. On the front end, they're also seeing the opportunities on the back end, and we're able to leverage the increased volume, the similar service organizations. During COVID, we cross-trained a lot of our service and support organization. So we now have significantly better coverage with a lot of overlap and capability, so they can see benefit and service and uptime and the capabilities of buying from Onto as a supplier. And that gives us some benefit to offer customers as we look and negotiate volume purchase agreements going into 2022.

    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. I think -- in terms of going forward, I'll really just speak to that. We always baked in a fair amount of conservatism in our guidance and in our forecast. There is an ebb and flow always. But I will tell you in terms of any impact from COVID it really appears to be behind us as it relates to contract concerns. In fact, what we are seeing is a significant pickup in demand that I think is probably related to some pent-up demand, projects that were delayed or not even embarked on last year. I think we're seeing that now. I'll tell you anecdotally our sales team is busier than ever. So while that is a factor, it always is. Like I said, there's always an ebb and flow. We feel like we've reflected plenty of that here, and like I said that we're reasonable in terms of conservatism in the forecast.

    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, I mean, Eric, first of all, every quarter is kind of different and I think we got a little bit used to that over last 1.5 years that you wake up and there is something new news. But I think fundamentally, it still comes back to on the external side the massive raw material cost inflation, which frankly was stronger than we expected. On the other hand, I think we got the reading right already in Q1, and you see that, because we didn't have to further change it. So, I would say, we saw that and it's still bad news, but we recognized it earlier [Indecipherable] most. And two, the recognition that this whole what I call this upside down world, there's constraints everywhere, they last a lot longer than probably everybody was hoping for.
Now, I think the best thing is we recognized that earlier. We adjusted our actions. We took strong actions. And I think this Q2 and the prior quarters demonstrate we can operate very successful in this upside-down environment. And I think that's also why you may see a very different financial performance from us compared to some other players.

    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
 
So what I'd like to say there is that GCMP has been progressing interactions with the EPA to get the Class IV permitting underway, but the actual Class six permit application hasn't exactly been submit again.

    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
 
Hey, good morning. Morning down there, Steve. So just want to go back to Michael's opening questions. And I think you can appreciate the skepticism, I mean the original Penn Station was around for about 50 years, and you guys have been talking about the redevelopment for 20, clearly enhanced by what's gone on the West side.
But if you're a VNO shareholder, you may or may not be able to hold the tracking stock when it spun out for whatever fund mandates you have. And if the whole thing that we've been looking at in the past 10, 15 years has been this holy grail of confluence between Midtown South and the Far West side, now Penn Station is going to be there and you're a VNO shareholder who has held out for that. How is the tracking stock helpful on that if not every VNO shareholder can own the tracker? And also that's what -- that's where a lot of that revenue growth -- or sorry, earnings growth is going to come from, from those lease-ups. So I think that's the area where people are grappling, which is how does this help an existing VNO [Inaudible] to not be able to actually own a tracker versus right now, they can pencil and model all this upside that you guys have been laying out.

    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, guys.

    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
 
Mahalo.

    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
 
Over the life of the loan, yes.

    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
 
They're doing quite well. We have groups of -- in Hailer, as an example, we have several hundred dealers who are actively using that application. It's interesting. It originally started as an application to provide transportation service. You bring your vehicle in for service. You can use -- it gives you a onetime credit for getting a ride back to your office or home. And then another one to maybe come pick up your vehicle. We're also seeing dealers start to use it to deliver parts between shops and things like that or go pick up parts from warehouses. So it's -- we're starting to see a broader application of Hailer. Repair Order is doing quite well. I'd tell you, it is the number one application from a revenue standpoint on Fortellis right now. Again, several dozens of third parties using it, including some of our biggest custom -- or competitors that, in this space, we actually think of as partners, are using the Repair Order application on Fortellis.
And so it's going quite well. And as I said, it's the largest revenue, generator on the system. Because we had -- remember, Repair Order, like I said earlier, it's several APIs. I think it's like five, if I remember correctly. I could be off by one or two there. And many of those APIs, behind them, there's quite a bit of calculation going on, a lot of value-add around -- is it a warranty part and how do you send back the warranty credit, it's [Indecipherable]. All of that is occurring in that application.

    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, and good morning. So this year as I -- if you look at sort of a tale two cities we sort of came out an average at 6.25 and we really have traded in a fairly narrow range compared to other real estate since we got into this business back in 2010. So not a lot of dramatic move. I will say though that when you look at what we are -- I think some of the more pristine buildings we bought this year were brand new in some cases with 15-year leases. We were seeing pricing closer to 6 or slightly below 6 caps. But when you look back at as one of our most beautiful facilities, which is Loma Linda, the VA facility out there that was I think about a 5.82 cap when we bought that property and we didn't have the stock price we had today and it was accretive then. So I think the bigger takeaway for us is that the market is not moving faster than the attractiveness of our cost of capital. And as long as they're accretive they fit in our bullseye and I mean reasonably accretive, not to some immeasurable amount. I think you're going to see us go out and have a very strong 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
 
Management, it's Feitong from CICC. Thanks for taking our question. We have one question regarding the fourth quarter guidance. How should we interpret this guidance? Is it conservative? What's the newest trend we are seeing in November and December? And my second question is regarding to the inventory trend. What is the trend of the amount of industry inventory, is it impacted by the weak macro? So the industry has more inventories or we experienced a shortage of supplies from overseas brands? So industry has less inventories, how would this impact our business?
[Foreign Speech]

    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
 
So I think the first and Joan can address the second. We definitely continue to see very strong interest on the part of our customers for the types of technology we provide. So grid resiliency and reliability is high on everyone's mind, safety in the gas space is important and security and automation is very important in the water vertical. So each and every one of the verticals that we serve. The pipeline remains strong and we're very optimistic about where things stand. bookings in the quarter in second quarter were very strong. We have another record total backlog. In terms of where we are heading so that the future is bright, in terms of with the need for our customers so that the winds that we highlighted really revolve around those basic functions and technologies, and we're excited to provide it. And the question on there is no current board authorization for any set stock buyback.

    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
 
Thanks for the question, Bob. First of all, I think we're delighted that we're in this position that we're having a conversation about what our options are with our cash. We've successfully got the leverage down to below 3, which is our year-end target, and that's 2.8 percent this quarter and 2.6 percent at the year-end is a very encouraging number. I mean our focus has been on maintaining strong liquidity and deleveraging, and our priority now becomes looking at how we invest in growth, in our high ROI capital projects and then accretive tuck-in M&A opportunities. But really being in a position to return capital to shareholders starting with that $500 million buyback is also a priority. We need to balance those two things. We'll talk a bit more about that in our Analyst Day, on November 16, but I'm just delighted to be in this position.

    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 guys.

    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 definitely a spot in time. And these numbers have gone up substantially in the last six months, not surprisingly in our own internal calculations and -- but we didn't feel like we had enough transactions, actual transactions in the market to feel comfortable putting these numbers out publicly. So they're going to continue to move based upon performance and how the recoveries play out and how buyer perspectives change on the market and how much product becomes available in the market. There's just a lot of variables, obviously, that can impact values.

    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, Anthony, hi. It's actually more unit volume related than ASP for the quarter, at least. We're seeing kind of a broad-based increase in volume, both lower-priced, mid-priced, high-priced products. So, at least for the quarter, it hasn't been a ton of ASP enhancement.

    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
 
So from a subcategory perspective, there are definitely some wide fluctuations. From a business unit perspective, the variations are smaller, but I think it's been mentioned here. We feel that overall our pricing power with consumers is probably strongest in Global Pet Care followed by Home & Garden and then followed by HPC, but all three businesses have done an excellent job in our mind of communicating well with our retail customers, good partnership, it's all about strategizing together to figure out what the right way is to handle these macro issues coming at us, and all three businesses are getting priced at I think we're pleased with thus far.

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