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
 
Thanks, Phil. I think we're -- you said you still think originations are important; so do we. We've averaged $1.3 billion over 5 years. That's not a bad number. I think we've proven we can do $1.9 billion. We're certainly not -- we don't need to do that to hit our guidance numbers. So I mean, I think something on the order of $1 billion to $1.5 billion, that's in that range. And there's always this tension between can you originate more and take a lower return? And the answer is yeah, you could. But ultimately, we're running the business for the long-term return on equity and stability of the business. So hopefully that answers your question, Phil.

    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'm sorry, I couldn't quite hear 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
 
Yes. Sure, Rich. As you can imagine, losing 4% plus of our occupancy, we had certain tenants that do have credit, and we're going to negotiate termination settlements. So anytime you see an occupancy volatile environment, and you see us a pick up the termination income.
Those are very tightly correlated. So I don't think this is any different than what we've seen in the past. Certainly coming out of our global financial crisis that we experienced some elevated termination income. So that's really what we see.
So for the most part, it's embedded within our occupancy numbers today, but we're still continuing to negotiate those settlement outcomes. And we can't book it, can't really recognize the revenue until we actually sign the agreement. So the revenue will follow later.

    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
 
There is a blend of grants and loans embedded in 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
 
And I know that you're still going to be doing your [Speech Overlap].

    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 Ben, let me speak to the results for BECOL for the quarter, it was clearly impacted by rain, right? So we had lower production in Q2 than what I would say is typical. Now that fluctuates, right, because it fluctuates with the amount of rain and timing of rain. So -- but I would say that it was low relative to history and so just a difficult one to predict, obviously.

    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 why we've been modest about projecting too much growth in the second half for PowerA because of our end supply questions, and obviously, we expect to improve, our forecast will improve.

    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. Joe, just give me a minute to look up your question on the tooling receivable. Right now, at year-end, it is about $82 million still comparable to the Q3 number.

    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 the best set of empirical data, as you know, the numbers that Scott just went through in terms of our shipments of real customer, we've got 95 customers now for WaveLogic 5e, and I mean real customers where we're actually deploying. So pretty much most of the primary landing slots on 800-gig are already taken with the head start that we've had. And I think that's the best set of metrics, kind of talks to itself frankly.

    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 guys. Hopefully, I'll do it well.best wishes to Larry, and congratulations to I imagine they're listening. I want to start on specialty sports guys. Can you speak about the backlog and the runway of visibility that, that provides you? Do you currently have visibility well into the second half of the year in that bike business? And then I'm curious, you flagged OEM challenges related to perhaps other suppliers, are there specific issues that you're seeing right now that are impeding that backlog in the bike business? Or is that more just a call out of something that could happen?

    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. Certainly, what you'll see, if you look at NPD data, what they'll show is -- Matt, is that all the categories were up substantially in the second quarter. The only one that declined really was desktops. And of course, as you know, that's been migrating more toward notebooks. But when you look at the notebook acceleration, that more than covered any of the decline that we saw in desktops overall. So good to see.
That's been going on, the notebook migration and volumes have been going up dramatically over the last year. But it was good to see the infrastructure type of spending to -- also start to increase from a revenue point of view as well as very much from a bookings point of view. And of course, we're talking networking storage as well as servers. So that was positive to see that continue to trend and the current booking rates are continuing in that same gain here as we look at Q3.

    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
 
[Speech Overlap] We think it all be paid off in this calendar year. We think, yeah, but I can't tell you though, timing though.

    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, thanks, guys. Yeah, I think you mentioned that. Well, I guess I'll start off with this. You guys track what percentage of the buyers that are showing up to there are coming in from out of state versus say, six or 12 months ago?

    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
 
Sure. I mean, look, we -- just like we saw kind of the last, what I would call, labor pinch in kind of late 18, early 19, we saw wage escalations average upwards of 5% to 5.2% in certain periods back then. While we had expectations going into the year at 3% to 3.5% for wage escalations, Im not surprised that as we got into Q2, we find ourselves running 5%, 5.5% because we made the decision, the recognition of everything that the field has gone through over the past 15 months or so and in light of the current environment to be proactive and get in front of wage escalations. So we put a couple of hundred more basis points into the system during Q2. And I think our folks deserve. And so knowing that, as we always do, we look at our P&L and make sure we want to recover it. Look, 5% price increases, probably half or less of what youre hearing from consumer product companies and other customer-facing industries that are -- have embedded cost inflation that theyre trying to recover. The good news is this industry is set up to recover it. And so when our folks deserve it, we need to go out and recover it. I would think that wage inflation may abate next year. If you think you play through the pandemic and the impact of that and folks kind of coming back into the work environment. But Ive always questioned Jay Paul, Im used to the word transitory, so Id hate to tie the word transitory to wage inflation, too. So well see what happens next year. And obviously, well be responsive and cover whatever is needed.

    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
 
Hello. Good morning, everyone. Thank you for taking my question. My question is also a follow-up on digital. I'd like to ask you to elaborate on profitability, also accelerated growth we see using this channel. But can you talk a little bit about marketing and consumers' perception in trying to also accelerate the migration of those consumers that are still off-line to online? And also what's your take on the profitability of this channel considering also the use of this other platforms such as MercadoLibre?

    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, so Dave on the manufacturing capacity, at this point, we're in the early stages of setting this up. And as the year goes on, I think we'll provide some additional details about what it is we're doing and any potential impact. I guess the only thing I would say is that the long-term impact should be positive. I think we're moving to, there's opportunities to improve gross margins on this. As you point out, there is always near-term things set up and framing and things. But I think positive takeaway is that longer-term this should be something that helps the company's gross margin point of view, which helps the overall P&L.

    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
 
Michael, this is Sheridan. You're right. The tick down in the average rate was due to the amount of ethane that we incentivized to come out of the Bakken and the lower rate that was received for those barrels.

    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 go in reverse order. They stepped into a portfolio back in 2019 of seven facilities across four states. It was the beginning of our relationship with them and they've done a very good job of stabilizing those assets and increasing occupancy there and even in a couple of the buildings that had historically been fairly challenging. There -- one of those seven actually has been closed this entire time. And so once -- and is about to come on line down in Fort Myers.
So, once that comes on line and they're able to fill that up, their performance in that lease will do exceptionally well. Because of their performance there, we felt confident in turning to them for these Virginia assets. The operator that exited essentially felt like they would be -- these assets would be in better hands with somebody else in terms of the ability to meet the rent obligations going forward. And so when Noble took a look at them, they saw a lot of potential as they did with the original seven and we're excited to step in at the current rent.

    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
 
All right. I think that brings us to the end. Lennart?

    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.

    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. And I don't think we really firmly know the answer, Ken, but I guess I would give you the observation that the schedule they've got shipping to seems to line up pretty well with what other suppliers are saying. So whatever has happened to the inventory that we had built up when we went into 2019, either they're at a level that they're happy with, and they're going to maintain that inventory or they've whittled it down. I honestly don't know what the answer is.
And it's a little bit of a confusing picture because we put things on the 737 MAX, both by direct shipment to Boeing, but also by shipments to wing manufacturers and avionics companies and the rates are not consistent necessarily between those companies. So it's a little hard to keep track of who's got what inventory. But I guess I would say that we were at five or six shipsets a month for the first quarter, and we have pretty firm plans at this point, we believe that we have us at about 21, 22 a month in the fourth quarter, and that seems to be pretty consistent with what the world is experiencing. So we're OK with it.

    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
 
I'm not sure what you mean by the leverage coming down for next year Tobey.

    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, Stephanie.

    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
 
We have a great relationship with Circle. We continue to do business, they opened up many operating accounts and now doing a tremendous amount of business on Signet with their operating accounts. So the partnership is going well and we continue to see it flourish.

    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'm going to speak really just to Regal right now, and I think that's the point of your question, Nigel. I'd tell you, probably on the -- certainly, I would expect slightly lower than two, but I would say still between one and two. No negative to the past, but what we think is value today is quite different. And so I still think we have runway on 80/20. And part of that runway means that we will prune some business in order to achieve better performance and to put our focus on our highly valued customers. So we're not going to be down to 0 in '22. I'd say one, slightly above one is how I would think about it.

    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, Bill.

    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. 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
 
Well, I think we had a much higher absorption rate last year, and thats why we like to refer to it relative to beginning backlog and the absolute number of cancellations was actually lower year-over-year. And thats really whats important to me, considering we have a much bigger backlog.

    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, Ketan, we plan to continue to grow Siding beyond the Sagola conversion and we will continue to look at all available options for the next mill after all that. I mean, we do own a nice plant site in Clarke. As you know, we own a facility in Val-d'Or, Quebec. We also have, I'll just remind the audience, a OSB mill in Maniwaki, Quebec that uses aspen and then we have Peace Valley and we also have expansion opportunities within our current mill network. And finally, there are other people that own OSB mills and aspen wood baskets that we have periodic conversations with. So all of those will be on the table as we think about beyond the Sagola conversion and which we are doing. I mean, it's good to a point now with our growth where every couple of years now, we want to be needing to do one of these. And so it's a very active conversation and all options will remain available to us as we look beyond the Sagola conversion.

    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
 
Significant. And Jeff and I argue about this, cause it's all conjecture, right? Who knows? But when you look at what things are trading at, all the way through, I'm thinking 15%, maybe 20% more? Big numbers.

    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. We appreciate you joining us for the call and we'll talk to you again as we lay out our 2022 plans. 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
 
Yeah, no. It was -- it was all in -- all in Q1. It was December, you know, the Tom George closed on the first of December and then Roscioli and Walker Marine both closed on December 31st. And so, all the cash was out as of December 31st.

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