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
 
I was just going to say, this is Tom Creery in terms of renewables. Just a quick update on where we are since we last talked at the last earnings call. Nothing has really changed. We're still on track in terms of both cost and schedule. All the long lead items have been ordered as have been the critical path items. Their schedule still looks good at this point in time. We're heavily into the construction phase at all three locations, that being the two RDU plants as well as the PTU in Artesia. Things are going well. No manpower shortages or anything else. And like I say, we are on track as last reported.

    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. Can you guys talk a bit about your strategy of deploying liquidity in the securities? Last quarter, you purchased a lot of securities, a little bit less so this quarter, what's kind of just the philosophy and capacity as we look 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
 
I will ask Yan to answer this question.

    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 Jack, we're going to stay away from giving any more specifics around COVID and what the contributions were in the second half of the year. And as I said, the strength that we saw in the first quarter, the demand profile we continue to see across both development and commercial programs, drug substance and drug product as well as viral vector manufacturing within biologics gave us the confidence and comfort to be able to increase the organic growth rate. We expect to see and then the second half of the year and as John said, to be able to start the year in fiscal 2022 from a first quarter -- our seasonally lightest quarter perspective, the way we have, gave us that much more confidence at being able -- to increase the full-year outlook as part of guidance.
In addition, as I mentioned earlier as well our SOT in OSD segments continue to perform well and that was taken into consideration from fiscal 2022 guidance increase standpoint as well.

    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
 
I would like to just say one last thing. At the end of the call before opening it to Q&A, I mentioned that our May sales release for the four weeks ending May 30 would be on Thursday, June 4. It's actually Thursday, June 3, so thanks for that correction. Thank you, everyone, and have a good day.

    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 a good question. I would say that when I pressed during our monthly business reviews with my leaders, they pretty much time most of this to particular jobs. And so whether it's a T-Mo cabinet that's going out or whether it's a Motive Power battery that's tied to a truck, it's mostly accounted for. So I haven't been able to -- I try to pressure test that, but that's -- and Mike can certainly add some color here. But that so far, we just haven't been able to look for any real kind of softness in the backlog number.
And the one of the things and we tried to point out, if -- in the worldwide industrial truck data, we see these unbelievable 80% kind of growth rates on orders. But then the forklift market continues to -- the revenue, so their orders are just like a Mount Everest, but they're actual sales. So, our sales are really linked to their sales, not to their orders. We're not going to -- the truck lead time is so much longer than the battery lead times. So that again gives me some comfort that we're just in great demand environment right now. EnerSys is well positioned in some great macro markets and we just need to execute through the supply chain issues and keep our chins up and not get too dejected about it and stay optimistic, and that's what we're trying to do.
Mike, you want to add anything?

    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. On BetMGM, couldn't help but notice that you took out the $1 billion revenue guide from next year because you're already breaking $800 million this year. Any updated taking around next 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
 
I would expect it to be gradual. The child tax credits are out there now and those are not issued -- the child tax credits that had been authorized for calendar year '21, these six months, none of those were issued on our debit cards. However, same issue, our partners that have GPR card programs and our consumers use them as their main checking account, they are getting the child tax credits. And so, we're going to continue to see tailwinds through the rest of this calendar year, then we'll see what -- what the Feds do for -- what Congress does for 2022 from there.

    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, thanks guys and congratulations. After December and March through really tricky to have an on-board, but you clearly did. Chad, just in relation to your comment on sort of the Advisory business at peak levels. Can you maybe comment a little bit about where you think we're in the M&A cycle. How much of this business is coming from financial sponsors. And just kind of who you're seeing is your competition today?

    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, there. Just a couple of more technical follow-ups, just on the guidance. The operating loss to be better than the 2020 level, is that on an underlying basis, so excluding the sort of $30-odd million loss you still had in for the brakes business in 2020 or is it a headline number?
And also, on the cash burn, so you're kind of guiding to about $350 million of cash burn, but with much lower capex. Yeah, I guess that feels probably pretty comfortable. Would you really think of that $400 million net cash at the end of the year as a floor or is there something else in terms of cash that we need to think about 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. Thank you, Hassan. Well, one thing that we didn't experience in the past was a complete shutdown of global economy, and that caused more volatility in IND because of the oxyfuels typically, it's been very stable. I think today, with the assets we have, you should still think about IND as a $1.5 billion, plus or minus 15%. And then as we add the PO/TBA project, we should be able to be consistently above $2 billion in IND with upside when markets are strong like they are today. So that's how you should think about earnings power, 1.5 maybe to 1.7 in that range, plus or minus. And then after the PO/TBA project, mid-cycle consistently above $2 billion and in periods like this, well, well above.

    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 Brett and Bob. This is actually [Indecipherable] on for Michael Hoffman. Thank you for taking the question. Just going back to the organic growth. So, your largest peers usually post organic growth in high single digits in the aggregate. What do you see as a pathway that gets Terminix to that level and above the mid-single digits that you expect from your self-help initiatives?

    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 guys. Thanks for taking my question and congrats on the excellent quarter. You noted that you doubled the number of endpoints, maybe with our RMM ransomware detection to over 1 million, which is a great milestone. Are you able to share a little more info into to where this is in terms of the adoption cycle within the RMM customer base?

    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. We don't actually provide a specific details as it relates to our projected utilization. But again, I would indicate that even if you play that into forward years, we wouldn't expect that there would be a material increase in the amount of capital requirements for a foreseeable period of time. Obviously, there's limits to that. But as we project forward over the next several years, we wouldn't expect that there would be a material increase in capital, if the activity levels continued into the future.

    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
 
I don't have a specific answer to that. Certainly a reasonable question. We understand with supply chain and everything else that -- and anecdotes that the time frame is lengthening. So to be honest, we don't know.

    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
 
Well, I think we're going to take -- we're going to do at least the initial engineering on the Coffeyville conversion. But we're not going to sanction the project yet, until we see how these feedstocks sort out. And get ourselves in a position to tackle the one we've built already.

    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. It's always a mix, right. You're always delivering on upgrades for products, but we are also planning on doing some things that are differentiated and should put us in a different position than we've historically been. And when I say historic, I'm talking about over the last three or four years. So, it's a mix, Greg. And I'm very pleased with what we were able to achieve despite working from home, primarily through the bulk of 2020. But I think we've got our rhythm and I believe we'll actually eclipse the number of products that we introduced in 2020 in 2021.

    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, more the former, more where we're partnering with a local or regional or maybe even national developer who has an embedded existing infrastructure of deal finders, entitlement experts in markets, particularly the suburbs where we have less of a presence, our development focus of late has been doing our own wholly owned deals in urban centers. But in the suburbs of our established markets and in some of these new markets, so it would be us sort of renting that expertise in exchange for a promote. The developer building the deal, us being the capital and having the right to purchase the asset at the end. So it's not a merchant build program in a sense that we're certainly happy to make money. But we want to end up with the asset at the end and add it to the portfolio and kind of help us fill things 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
 
It's great question. Technically, it goes to the manufacturer, which would be TPI, and I think that would factor in to -- again trying to -- trying to make the U.S. plants economically viable. So if we got the credit, our customer could have a lower price, which would make it competitive with a blade brought from another geography, if you will, right, or if our customer got it for some reason, then they could afford to pay us more for the blade and still have the margin. So the way I understand it right now and again, it's still pretty fluid, but it would come to us as the manufacturer, and then obviously, if we want to keep those plants open, we've got to figure out what the right split is, to make that -- the blade cost if you will, competitive with imports, such that, a customer, whether it'd be GE or another customer would want to produce in the U.S. Does that make sense? Did I answer your 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. If I remember John we probably have repurchased $1.1 million, $1.2 million shares all altogether since we started the repurchase program. What I would tell you in terms of how we're thinking about capital allocation and prioritization, our number one focus right now is reinvestment back in the businesses for growth. And you're seeing that in terms of our inventory build as well the capital expenditures to expand our supply chain capacity.
We will continue to keep the share-repurchase program active and be opportunistic if our share price were to fall substantially below our intrinsic value. But right now again the priority is to invest back in the business for growth. So I do not anticipate share repurchases being anywhere near the level that they were in fiscal year '20. Just because again -- or I'm sorry fiscal year '21 because of the growth opportunities we have in front 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
 
Well, again, what I said was -- I said we expected about $1.5 billion. And what that represented is, in essence, we're expecting current kind of trends of revenue to continue. So that's a different message than we delivered last year. So last year, at this time, we talked about a net decline in revenue because of attrition. You're not hearing us say that this year, but we're saying there is an outlook that's kind of consistent with current trends.

    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, Tracy. Yeah, I think we're not going to get into specific CAC levels by channels. I think the key for us and the discussion we had over the last several quarters is diversifying our distribution channels. And so for us, obviously, we were too concentrated in the performance marketing channels in the first half of this year.
That's the conversation that we had following the Q2 call. We are executing on that with Carvana on the embedded insurance product. We are executing on that with what we are exploring on the independent agent product. So we're focused on testing and iterating, focused on diversification, focused on return on capital across the investments, which obviously has to do with CAC, but also the lifetime value of the customers that come through those channels.
And we'll come back and talk specifically on each of those channels as that testing develops and we execute further.

    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, Kannan, thanks for the questions. Operator, next question, 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
 
Well, I think, I think there are a bunch of other swing factors that could impact the year. So if I were to run down the list. Obviously, there is the effectiveness of the vaccine in the variance. And that will play through on the mortality line. There is the potential economic impact of COVID and how that could play through with private pay mix. Early in the pandemic, we talked a lot about that and we were very concerned about it. We've been very pleased with the resiliency our patients have shown in terms of maintaining their coverage. But I think you can't lose sight of that PPE costs are something that remain a relatively dynamic issue less in terms of volume utilization and more in terms of price, additional government assistance is certainly a possibility extending the sequestration halt or something like that. So those are a few things I'd point out to keep your eye on. That said, yes, the mortality question is certainly the one that is dominating our modeling for 2021.

    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
 
Sure, and I wouldn't say it's really necessarily a discrepancy. What I would say is, I think you outlined it right. Pre COVID, we were at 5.2%. So you tack on to that 50 basis points to 70 basis points just from COVID and then you land somewhere under 6% as kind of the new normal and then you take all the investments in Elevate and everything we're doing and you add another 100 plus basis points and that gets you to the 7% over the elevate period. Does that makes sense.

    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
 
You may start. Do you want to go first?

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